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

Increase your Discretionary Asset Management business through rebalancing of client portfolios

In our FA Platform version 3.8 we launched extended functionality for the Asset Management business, especially for the Discretionary Asset

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

In this release, FA version 3.3 brings out a long-awaited support for pre-trade compliance with pre-trade analysis, allowing you to

Spring is here and so is the new FA version 3.2! In the previous version, we introduced something completely new

One of the defining factors in today’s economy is uncertainty. This creates possibly the biggest challenge to all businesses, not

One by one Nordic regions have adopted the equity savings account regime and Finland shall be the last in line.

2019 started with a bang, as the FA team pushed the new FA version 3.1 out just before the holidays.

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

“This looks amazing!” … is the initial reaction of FA users when they log into the new FA 3.0 Platform.

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

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

Article originally published in Bobsguide In the Back offices of banks and asset managers around the world there are multiple

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

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

In the digital world, when establishing new financial products and service lines, a short time-to-market is a competitive edge –

Discretionary Asset Management | FA Solutions