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Tag Archive

Below you'll find a list of all posts that have been tagged as “Family Offices & Private Wealth Management”

FA Welcomes

FA Welcomes Milan Patel as MD UK, Global Head of Sales Engineering to Boost Global Growth

FA Solutions, a European leader of buy-side Portfolio Management Solutions for the Asset and Wealth Management industry, announces today that

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Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, Fund Management & Administration
Netherlands

FA Launches Office in The Netherlands

FA Solutions are excited to announce the official expansion of operations into The Netherlands from January 2022. Based in Heerlen,

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Tags: Asset & Portfolio Management, Banks, Family Offices & Private Wealth Management, Fund Management & Administration
saudi arabia

A Saudi Arabian Family Office chooses FA Solutions

A Saudi Arabian Family Office has chosen FA Solutions as their investment management software solution to, above all, enhance reporting.

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Tags: Family Offices & Private Wealth Management, Fund Management & Administration, Reporting
fa team

FA User Summit 2021 presented the FA 4.0, our new product concept

This year, the FA User Summit was held on Thursday, 9th of September, as a one-day fully online event. The

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Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Fund Management & Administration
fa solutions

FA Solutions included in Simple’s detailed review of Family Office Software providers

FA Solutions is happy to be included in a recently published review of the future’s Family Office Software providers by

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Tags: family office, Family Offices & Private Wealth Management, FinTech, portfolio management, Wealth Management
background

Managing private equity in FA Platform

Alternative assets distribution chart from the “Alternative asset management 2020” report by PwC1 Private equity (PE) is one of the

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About the author

Oliver Syvänen

Sales & Account Manager
oliver@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech
norway

FA grows in Norway with new customers

Since FA Platform was launched in 2010, our main goal has been to expand our customer base outside of Finland.

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About the author

Martina Sundberg

Sales & Account Manager
martina@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Wealth Management
FinTech

Automate to accumulate: How Swiss Family Offices can leverage automation to boost efficiency

About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech
FA Platform

What makes FA Platform the best technology to run your Wealth Management business

About the author

Martina Sundberg

Sales & Account Manager
martina@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Wealth Management
FinTech

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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Tags: Asset & Portfolio Management, Back Office, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, New Version
Equity savings account

Head start to equity savings account market in Finland

Tags: Asset & Portfolio Management, Back Office, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, New Version
background

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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Tags: Asset & Portfolio Management, Banks, CRM, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, IFA's & Distributors, Millennials, Regulation, Reporting, Sales & Top Management
FA Platform

All about the brand-new FA version 3.0

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: Asset & Portfolio Management, Back Office, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, New Version
partnership

FA Solutions partners with Codemate to serve South-East Asia

About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, Banks, CRM, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, IFA's & Distributors, Millennials, Regulation, Reporting, Sales & Top Management
FA Platform

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

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About the author

Olli Jahkola

Head of Software Development
olli@fasolutions.com
Tags: Asset & Portfolio Management, Banks, CRM, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, IFA's & Distributors, Millennials, Regulation, Reporting, Sales & Top Management
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