Tag Archive

Below you'll find a list of all posts that have been tagged as “Sales & Top Management”

Power up your Asset Management company with an integrated CRM

Modern challenges call for modern solutions. If your Asset Management business relies on outdated software for customer data management, you

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

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

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

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

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

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

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

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

Case FCG Fonder – FA Platform for a Fund Hotel

Privanet is the leading marketplace for unlisted securities in Finland. With FA they have a single platform all the way

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

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

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

Importing in the FA Platform

[Content is not visible because it is password protected]

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

FA Platform – an integrated experience from back and front office to end clients

There is plenty of talk on being ‘customer-focused.’ And it’s almost certainly become one of those buzzwords you likely have

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.

Asset manager, what is your unique mix of customer interaction?

It is not far-fetched to compare customer relationships in asset management into rocket science, as we did somewhat a week

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

Every asset manager needs a digital customer experience

Digitalization seems to be transforming businesses across every industry. It is an actively discussed topic around the world and widely

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

Asset Management and the new VAT in the Gulf region

The beginning of 2018 brings a new Value Added Tax legislation in the Persian Gulf region, and one of the

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

FA Solutions is globally renowned as Trusted Asset Management Solution Provider

FA Solutions is being recognized in The 10 Most Trusted Asset & Wealth Management Solution Providers 2017 by the globally

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

Video introductions to Corporate Actions and Fee Calculation in FA Platform

Just recently we finished a couple of new demonstration videos of FA to share with you. The purpose for these

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

Fee Calculation in FA Platform

[Content is not visible because it is password protected]

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

Page 1 of 5
1
2
3
...
5
→

Sales & Top Management | FA Solutions