The place where all of your assets meet
Manage all of your assets in one platform. Consolidate assets from various levels and dimensions.
Keep track of your risk and return figures. See your portfolios’ different exposures and allocations.
Produce your whitelabled reports with ease. The report library covers the most of the basic needs.
Store all of your documents consistently in the document bank on each level.
Record corporate actions in the platform and it handles the calculations on affected portfolios.
Manage all of your people and entity structures with respected portfolios in one platform.
Access your platform wherever you have internet securely with two-factor authentication.
Import/export data automatically to/from your other management tools.
FA First is the plug and play version of our FA Platform. It has been designed for family offices, personal asset management, holding companies, and other institutions.
FA First supports listed equities, fixed income, real estate, private equity, FX spot or forwards, other illiquid assets, commodities, and cash accounts. Each investment type has the associated transaction types as well, such as committed capital, rental income, coupons, value adjustments, buys/sells etc.