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Below you'll find a list of all posts that have been tagged as “Asset & Portfolio Management”

10-03-2021 CIGP chooses FA to consolidate global wealth management operations across key global financial hubs

For immediate release HELSINKI, Finland (March 3rd, 2021) Independent financial advisory firm CIGP has partnered with Helsinki-based cloud portfolio management

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How does the year 2021 look like for the Wealth Management industry

The year 2020 was indeed a year of transformation for the whole world, mainly because of the COVID-19 pandemic and

About the author

Saara Vilokkinen

Product Marketing & PR
saara@fasolutions.com

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Axxsys becomes a certified FA Solutions Deployment Partner

FA Solutions, the cloud-based Portfolio Management software provider, is proud to announce that we partnered up with Axxsys Consulting. Axxsys

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FA Solutions’ CEO Juha Lehtonen nominated for Entrepreneur of the Year in EY Finland’s competition

FA Solutions’ CEO Juha Lehtonen is striving for the title of Finland’s Entrepreneur Of The Year in EY Finland’s competition

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Introducing FA 3.7, R&D never ends

The FA Platform version 3.7 was released in June and it provides our clients with foretold improvements to portfolio management.

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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How to take full control of your investments during turbulent times

2020 has been turbulent for most as a result of the spread of COVID-19, lockdowns have brought economies to a

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White paper: Global trends and family offices of the future

At the beginning of summer, we released a white paper “Family Office 2.0- Meeting and Exceeding Client Expectations in the

About the author

Emina Elezovic

Marketing Technology & Design
emina@fasolutions.com

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FA Solutions warmly welcomes new partners from Switzerland, Kenya, and Sweden

We are very proud to announce that we have signed new partnership agreements with several brilliant organizations across the globe.

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Ekaterina Iarygina

Marketing & Partnerships
ekaterina@fasolutions.com

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Managing private equity in FA Platform

Alternative assets distribution chart from the “Alternative asset management 2020” report by PwC1 Private equity (PE) is one of the

About the author

Oliver Syvänen

Sales & Account Manager
oliver@fasolutions.com

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FA grows in Norway with new customers

Since FA Platform was launched in 2010, our main goal has been to expand our customer base outside of Finland.

About the author

Martina Sundberg

Sales & Account Manager
martina@fasolutions.com

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FA Solutions recognised in Fintech Global WealthTech 100 for two years running

For the second year in a row now, FA Solutions has been selected out of over 1000 contenders as one

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FA Solutions welcomes multiple new customers from the Middle East and Nordics

Even though the world is at a temporary standstill, FA Solutions keeps onboarding new clients – this spring, the FA

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FA Solutions kick-starts the webinar series FA Talks with a discussion on business continuity in Wealth Management

FA Solutions launched its first webinar, FA Talks, a thought leadership series covering the issues affecting wealth managers. Hans Martin

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Mohamed Rahmatalla

Sales & Account Manager
mohamed@fasolutions.com

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Automate to accumulate: How Swiss Family Offices can leverage automation to boost efficiency

Originally published in the Swiss Wealth Technology Landscape Report Diversification helps in reducing risk and increasing long-term returns. Yet it

About the author

Richard Nordin

Managing Director UK, Partner
richard.nordin@fasolutions.com

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Customize columns in FA 3.5 to sharpen your investment analysis

The newest version of the FA Platform, FA 3.5, contains several important improvements and features that we trust you will

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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Asset & Portfolio Management | FA Solutions