Tag: Discretionary Asset Management

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Tag Archive

Increase your Discretionary Asset Management business through rebalancing of client portfolios

Customize columns in FA 3.5 to sharpen your investment analysis

FA 3.3 is out with pre-trade compliance, improved reporting tools and more

FA version 3.2 has improved FX Swaps, user-defined report packages and report templates

Achieve sustainable growth with Corporate Social Responsibility

Head start to equity savings account market in Finland

FA version 3.1 adds support for FX products, improves usability, and more

Strategic allocation across entire wealth without borders

All about the brand-new FA version 3.0

FA Solutions partners with Codemate to serve South-East Asia

The new life of reports in FA Platform

Easing legacy bottlenecks: automating the back office

Are you doing SRI decisions on behalf of your clients?

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

Efficiency from White-Labeling: New WealthTech is your asset going forward