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Tag Archive

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

FA Welcomes Peter Dingomal as Business Development Director to Enhance Growth in the UK

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, FinTech, Sales & Top Management, Wealth Management
FA Solutions gets recognised as one of the most innovative WealthTech companies by making it to the WealthTech100 list again

FA Solutions gets recognised as one of the most innovative WealthTech companies

FinTech Global, a specialist research platform for all things FinTech, has launched the newest edition of the WealthTech100 list for

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Tags: Asset & Portfolio Management, Wealth Management, WealthTech
cigp

10-03-2021 CIGP chooses FA to consolidate global wealth management operations

For immediate release HELSINKI, Finland (March 3rd, 2021) Independent financial advisory firm CIGP has partnered with Helsinki-based cloud portfolio management

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Tags: Asset & Portfolio Management, IFA's & Distributors, success stories, Wealth Management
new year

How does the year 2021 look like for the Wealth Management industry

The year 2020 was indeed a year of transformation for the whole world, mainly because of the COVID-19 pandemic and

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About the author

Saara Vilokkinen

Content & Communications
saara@fasolutions.com
Tags: Asset & Portfolio Management, Brexit, ESG, Impact Investing, Investment Management, Wealth Management
fa solutions

23-12-2020 Zurich Invest AG takes specialized pension fund management and customer service to the next level

Zurich Invest AG, a major player in the asset management business in Switzerland, has chosen FA Solutions as its asset

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Tags: asset management, Fund Management & Administration, Wealth Management
partnership

21-12-2020 Zurich Invest AG takes specialized pension fund management and customer service to the next level

For immeadiate release Zurich Invest AG, a major player in the asset management business in Switzerland, has chosen FA Solutions

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Tags: Customer Experience, fund management, pension fund management, Wealth Management
fa platform

Integrating FA to External Ecosystems

Investment managers are evaluating how to leverage technology to offer a differentiated service and improve the customer experience. FA Solutions

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About the author

FA Marketing


sales@fasolutions.com
Tags: digital wealth, FA Platform, Integrations, Investment Management, Wealth Management
FA Platform

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

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About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: asset management, Discretionary Asset Management, new features, New Version, Platform Update, Wealth Management
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
fa solutions

How to take full control of your investments during turbulent times

2020 has been turbulent for most as a result of the spread of COVID-19, lockdowns have brought economies to a

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Tags: Asset & Portfolio Management, COVID-19, Crisis, FinTech, Wealth Management
whitepaper

White paper: Global trends and family offices of the future

At the beginning of summer, we released a white paper “Family Office 2.0- Meeting and Exceeding Client Expectations in the

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About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, family office, FinTech, Wealth Management, white paper
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
FA

FA Solutions welcomes multiple new customers from the Middle East and Nordics

Tags: Asset & Portfolio Management, FinTech, Wealth Management
FA

FA Solutions kick-starts the webinar series FA Talks with a discussion on business continuity in Wealth Management

About the author

FA Marketing


sales@fasolutions.com
Tags: Asset & Portfolio Management, FinTech, Wealth Management
Taaleri

Taaleri chooses FA Solutions as a technology partner

This article was originally published in Kauppalehti FA Solutions to help drive alternative investment portfolio growth for Taaleri through expanded

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Tags: Asset & Portfolio Management, FinTech, Wealth Management
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