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Tag Archive

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

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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asset managementFund Management & AdministrationWealth Management

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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Customer Experiencefund managementpension fund managementWealth Management

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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digital wealthFA PlatformIntegrationsInvestment ManagementWealth Management

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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asset managementDiscretionary Asset Managementnew featuresNew VersionPlatform UpdateWealth 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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family officeFamily Offices & Private Wealth ManagementFinTechportfolio managementWealth Management

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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Asset & Portfolio ManagementCOVID-19CrisisFinTechWealth Management

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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Asset & Portfolio Managementfamily officeFinTechWealth Managementwhite paper

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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company newsemployee wellbeingFinTechWealth Management

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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Asset & Portfolio ManagementFinTechPartnersWealth Management

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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Asset & Portfolio ManagementFamily Offices & Private Wealth ManagementFinTechWealth Management

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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Asset & Portfolio ManagementFinTechWealth Management

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

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Asset & Portfolio ManagementFinTechWealth Management

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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company newsemployee wellbeingFinTechWealth Management

Taaleri chooses FA Solutions as technology partner to further democratize impact investment offering

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

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Asset & Portfolio ManagementFinTechWealth Management

Meet FA Solutions in Oslo or Helsinki this March

Spring is traditionally a busy season in FA, and this year is no exception. In the upcoming month, we will

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Asset & Portfolio ManagementEventsFinlandFinTechNorwayWealth Management
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