FA Platform

What makes FA Platform the best technology to run your Wealth Management business

fa platform

In a modern, fast-changing world, it is essential for Wealth Managers to have a reliable and flexible Portfolio Management platform provider that will adapt easily to new regulatory changes, automate manual processes, and proactively adjust to their needs.

FA Solutions was recently chosen to deliver our Wealth Management SaaS solution to several European companies (for more details, read our recent blog post here). We had the opportunity to ask our new clients why they selected FA Solutions, and what they saw as our competitive advantage over other solutions. We are happy to share their insights below.

  • FA Platform is a modern solution in one database
  • Today, Wealth Managers need an up-to-date flexible solution that can be configured specifically for their needs. The use of a single database helps to avoid problematic and unsafe integrations between multiple modules and databases. Also, it is faster and easier to maintain one database, which makes the initial deployment much smoother.

  • Delivered as SaaS
  • Our customers said working with a provider that drives development further and looks for the best technical solutions is crucial. FA Platform is built and delivered to follow new technology software installation standards and is constantly being improved to satisfy clients’ wishes. Our customers are always upgraded to the newest versions of FA Platform free of charge.

  • Streamlined administration and automated onboarding
  • The workflows of the Wealth Manager must be as automated as possible to eliminate risks and focus on the core business instead. FA Platform serves many needs – from the Back, Middle and Front offices all the way to the end-clients portal, including their onboarding. Our customers appreciate the minimal hassle associated with FA Platform.

  • Our FA Front customer portal
  • An integrated customer portal is another fundamental feature that our clients like, because it ensures their data is stored in a single database. FA Front presents real-time data of the end-user’s wealth portfolio overview, which is always accessible on any device.

    If you want to learn more and see if FA Platform could be the right fit for your Wealth Management business, let’s get in touch!
    Just reach out to sales@fasolutions.com or leave your email address below and we will be happy to answer any questions you may have.

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