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Tag Archive

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

ISAE 3402

FA Solutions passed the ISAE 3402 Type 2 Assurance Report Auditing again without any remarks

FA Solutions passed the ISAE 3402 Type 2 Assurance Report Auditing on January 14th, 2022, without any remarks. The auditing

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Tags: Asset & Portfolio Management, Compliance, ESG
Netherlands

FA Launches Office in The Netherlands

FA Solutions are excited to announce the official expansion of operations into The Netherlands from January 2022. Based in Heerlen,

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Tags: Asset & Portfolio Management, Banks, Family Offices & Private Wealth Management, Fund Management & Administration
Future

2022 trends in Asset and Wealth Management

Let’s take a look towards the year 2022 to see what kind of a landscape, trends, and new possibilities it

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About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, Banks, Cloud computing, ESG, FinTech, Industry trends
holidays

2021: the year of leveraging the impact

Despite the uncertain and challenging couple of years the global pandemic brought upon us, we at FA Solutions have persistently

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Tags: Asset & Portfolio Management, ESG, FinTech, Impact
data

FA DEVELOPER 1.1 introduces Notebooks to support on-the-fly analysis of data with Python scripts

FA DEVELOPER version 1.1 introduces a new developer tool in the FA Platform, Notebooks. By embedding JupyterHub in the FA

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About the author

Olli Jahkola

Head of Software Development
olli@fasolutions.com
Tags: Asset & Portfolio Management, FinTech, Software development
fa team

FA User Summit 2021 presented the FA 4.0, our new product concept

This year, the FA User Summit was held on Thursday, 9th of September, as a one-day fully online event. The

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Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Fund Management & Administration
recognition

FA Solutions Named Best Stock Portfolio Management Software Company of 2021 by Digital.com

The company was ranked among the most trusted solutions for traders and investment advisors. HELSINKI, FINLAND – Digital.com, a leading

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Tags: Asset & Portfolio Management, FinTech
partners

Index Helsinki chooses FA as technology partner to automate operations and governance reporting

Index Helsinki takes on a new wealth management platform to ensure uninterrupted functions during exceptional times, meet local FSA reporting

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Tags: Asset & Portfolio Management, FSA, Index investing, Reporting
business

Two new European Banks choose FA Solutions

Already having several European banks as customers, FA Solutions is delighted to welcome two new clients of this kind on

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Tags: Asset & Portfolio Management, Banks, FA Platform, fund management, Fund Management & Administration
cigp

10-03-2021 CIGP chooses FA to consolidate global wealth management operations

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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Tags: Asset & Portfolio Management, IFA's & Distributors, success stories, Wealth Management
new year

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

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About the author

Saara Vilokkinen

Content & Communications
saara@fasolutions.com
Tags: Asset & Portfolio Management, Brexit, ESG, Impact Investing, Investment Management, Wealth Management
partnership

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 is

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Tags: Asset & Portfolio Management, Partners
fa solutions

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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Tags: Asset & Portfolio Management, competition, entrepreneurship, FinTech, Investment Management, leadership
fa solutions

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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Tags: Asset & Portfolio Management, COVID-19, Crisis, FinTech, Wealth Management
whitepaper

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

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About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, family office, FinTech, Wealth Management, white paper
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