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

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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

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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

Want to know more about the FA platform? Leave your details and we will be in touch.

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

Want to know more about the FA platform? Leave your details and we will be in touch.

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

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Head start to equity savings account market in Finland

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

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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

Want to know more about the FA platform? Leave your details and we will be in touch.

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

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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

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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

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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

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Easing legacy bottlenecks: automating the back office

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

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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

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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

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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

Want to know more about the FA platform? Leave your details and we will be in touch.

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Discretionary Asset Management | FA Solutions