Tag Archive

Below you'll find a list of all posts that have been tagged as “CRM”

Power up your Asset Management company with an integrated CRM

Modern challenges call for modern solutions. If your Asset Management business relies on outdated software for customer data management, you

Strategic allocation across entire wealth without borders

There are plenty of portfolio managers and investors struggling within the same issue globally: asset consolidation. When the number of

FA Solutions partners with Codemate to serve South-East Asia

FA Solutions has witnessed more and more demand for modern asset management software in the Asia Pacific region during the

About the author

Hannes Helenius

Chairman of the Board, Partner
hannes.helenius@fasolutions.com

The new life of reports in FA Platform

Did you know that FA Solutions was founded in 1999? Do you know what one of the first features of

About the author

Olli Jahkola

Head of Software Development
olli@fasolutions.com

Are you doing SRI decisions on behalf of your clients?

Assets are growing heavily in SRI (Socially Responsible Investment) category. People are getting more and more aware of the responsibility

The importance of a secured Investment Management Software for Family Offices in the Gulf region

Family offices in the Gulf region are facing multiple obstacles from different points of view: economic, political, regulatory, taxation, but

About the author

Lamine Benaissa

Sales & Account Manager
lamine@fasolutions.com

Importing in the FA Platform

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FA Platform – an integrated experience from back and front office to end clients

There is plenty of talk on being ‘customer-focused.’ And it’s almost certainly become one of those buzzwords you likely have

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

Asset manager, what is your unique mix of customer interaction?

It is not far-fetched to compare customer relationships in asset management into rocket science, as we did somewhat a week

Every asset manager needs a digital customer experience

Digitalization seems to be transforming businesses across every industry. It is an actively discussed topic around the world and widely

FA 2.6 is here with the brand new market price integration, better cost breakdown functionality and other features

We are thrilled to announce the latest version FA 2.6! The year started with a challenging twist when the new

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

FA Solutions is globally renowned as Trusted Asset Management Solution Provider

FA Solutions is being recognized in The 10 Most Trusted Asset & Wealth Management Solution Providers 2017 by the globally

FA 2.5 brings improved Investment Analytics, Private Equity management and User Authentication

As a product company, our development team is working hard to develop our investment management system FA Platform even further.

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

Managing Discretionary Mandates with Model Strategies

Discretionary Asset Management generates benefits for investors by giving them an access to experienced and specialised Portfolio Managers, and provides

Transforming regulatory challenges into opportunities

During the first quarter of 2017, strongly dominant in our everyday discussions have been the issues around upcoming regulation here

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