Demonstration videos

We constantly develop our product offering, and thus, the demonstration videos might slightly differ from how the FA Platform and its functions are at this very moment. We highly recommend requesting a free live demo to get the most recent platform overview.
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Introduction to FA Platfrom

FA Solutions is the leading Nordic provider of software for Wealth & Fund Managers, Family Offices, and Banks, helping them manage their clients’ wealth globally. We offer a cloud-based Portfolio Management solution that automates and centralizes a wide range of operational processes into one easy-to-use FA Platform.

In this video you learn about:

  • Basic functions of FA Platform
  • Modules in our Portfolio Management platform
  • Available custom dashboards

Fund management

FA’s Fund Management provides you with a modern streamlined tool to manage a large number of funds including mutual funds, hedge funds, and private equity funds. It can efficiently handle various types of assets and currencies, different share classes, and complex fee structures.

In this video you learn about:

  • Streamlining a large number of funds in FA
  • Calculating NAV in FA Plafrom
  • Maintaining shareholder registries
  • Regulatory reporting

Analytics

Introducing Analytics module in FA investment management software platform.

In this video you learn about:

  • Key performance figures and visual graphs
  • Analyzing a group of portfolios by various security-related parameters over the chosen time period
  • Comparing the return of different portfolios, groups, or positions

Appstore

Introducing to you FA Appstore in FA Platform.

In this video you learn about:

  • Managing extensions and customizations in FA
  • Available additional extensions for the clients
  • Available reports and how to install them
  • How to update extensions

Exporting and Importing in FA Platform

FA platform allows you to import contacts, portfolios, securities, market prices, transactions or trade orders to the system from a file, and import text to contact and portfolio memos.

In this video you learn about:

  • How to easily import transactions from the .CSV file into FA platform and fix importing issue

FA App

Introducing our newly developed FA App by Codemade for mobile phones and tablets.

In this video you learn about:

  • Overview screen of your investments over time
  • Buying and Selling the securities through the FA App
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