Tag Archive

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

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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Introducing FA 3.7, R&D never ends

The FA Platform version 3.7 was released in June and it provides our clients with foretold improvements to portfolio management.

About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com

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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

About the author

Oliver Syvänen

Sales & Account Manager
oliver@fasolutions.com

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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.

About the author

Martina Sundberg

Sales & Account Manager
martina@fasolutions.com

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

Originally published in the Swiss Wealth Technology Landscape Report Diversification helps in reducing risk and increasing long-term returns. Yet it

About the author

Richard Nordin

Managing Director UK, Partner
richard.nordin@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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What makes FA Platform the best technology to run your Wealth Management business

In a modern, fast-changing world, it is essential for Wealth Managers to have a reliable and flexible Portfolio Management platform

About the author

Martina Sundberg

Sales & Account Manager
martina@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

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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

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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

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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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Family Offices & Private Wealth Management | FA Solutions