FA platform for end clients

Offer your investors modern online services

Concentrate on your core business and offer your investors modern online and mobile service with FA Platform. We offer an advanced technical solution for organizations within financial services to effortlessly set up new digital services and businesses for your clients. FA Platform enables you to run your own business as well as serve your partners and end clients – everything in a single system and as a service.

FA Platform connects you and your clients. Your end client can easily log in to your service and have a complete overview of assets and returns. You can also offer way to do transactions with financial products you are offering to your customers. Moreover, the monthly reporting is with FA automated. 

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Top features for End Clients

Investment Portfolio overview

FA Platform is an interactive alternative to traditional customer reporting, providing you with a competitive edge through enhanced customer experience.

Investment analytics

Analyzing the performance of investments thoroughly enables you and your customers to make well-rounded investment decisions.

Trading

In the FA Platform you can also enable end customers to easily initiate new trade orders for their portfolios.

Authentification & e-signing

Securely sign in by using identification methods (Tupas, BankID, Signicat), and use two-factor authentication for an extra layer of security. Sign your important contracts and documents by using a valid legally binding e-signature.

Document Management

FA’s Document Bank offers one place for all of your important investment and service-related documents making document management easy, organized, and secure.

App or web-based interface

FA is a responsive and intuitive web-based application that can be used with any device, such as desktop, tablet, and mobile, even as a mobile app.

Why choose FA Solutions?

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We work closely with you to find the best solution for your business.

We make your business always accessible with every device.

With us, you will have an investment management platform that grows with you.

We support you during the deployment and over the years to come. You will have access to our expert consultants, training, and online support.

With us, you will always have the latest release of the software. Included in the price.

Request a free demo