Tag Archive

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

10-03-2021 CIGP chooses FA to consolidate global wealth management operations across key global financial hubs

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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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

About the author

Saara Vilokkinen

Product Marketing & PR
saara@fasolutions.com

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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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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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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

About the author

Mohamed Rahmatalla

Sales & Account Manager
mohamed@fasolutions.com

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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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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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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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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

About the author

Emina Elezovic

Marketing Technology & Design
emina@fasolutions.com

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FA Solutions team is welcoming Alex, Emina and Saara

Even though the unusual times continue, we at FA Solutions still keep expanding and would like to welcome and introduce

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FA Solutions warmly welcomes new partners from Switzerland, Kenya, and Sweden

We are very proud to announce that we have signed new partnership agreements with several brilliant organizations across the globe.

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Ekaterina Iarygina

Marketing & Partnerships
ekaterina@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.

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Martina Sundberg

Sales & Account Manager
martina@fasolutions.com

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

Even though the world is at a temporary standstill, FA Solutions keeps onboarding new clients – this spring, the FA

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

FA Solutions launched its first webinar, FA Talks, a thought leadership series covering the issues affecting wealth managers. Hans Martin

About the author

Mohamed Rahmatalla

Sales & Account Manager
mohamed@fasolutions.com

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FA Solutions team is welcoming Yoselin, Mahima, and Jakob

Despite the unusual times, we at FA Solutions keep expanding and would like to welcome three newcomers in FA’s Helsinki

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Wealth Management | FA Solutions