Tag Archive

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

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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

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

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

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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

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

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

Achieve sustainable growth with Corporate Social Responsibility

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

Head start to equity savings account market in Finland

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

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

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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

All about the brand-new FA version 3.0

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

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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

About the author

Lamine Benaissa

Sales & Account Manager
lamine@fasolutions.com

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

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

About the author

Hannes Helenius

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

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Tag: Discretionary Asset Management - FA Solutions

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