FA First

The place where all of your assets meet



Portfolio Management

Manage all of your assets in one platform. Consolidate assets from various levels and dimensions.

Analysis

Keep track of your risk and return figures. See your portfolios’ different exposures and allocations.

Reports

Produce your whitelabled reports with ease. The report library covers the most of the basic needs.

Document Bank

Store all of your documents consistently in the document bank on each level.

Corporate Actions

Record corporate actions in the platform and it handles the calculations on affected portfolios.

Contacts

Manage all of your people and entity structures with respected portfolios in one platform.

Secure SaaS

Access your platform wherever you have internet securely with two-factor authentication.

APIs

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.



Awareness of how your customers’ investments are performing is essential for managing customer relations in the financial industry. FA’s CRM module is a fully integrated customer relationship management tool, which removes the problem of data migration between separate systems. It gathers all relevant customer and investment data into a single platform, allowing you to efficiently manage your leads, prospects, and customers as required by financial industry regulations.

All of your assets in one platform


FA First is a powerful tool for listed equities and non-listed equities. In addition to basic details e.g. ISIN and allocations, you can easily manage corporate actions such as dividends, stock splits etc. with associated fees.
Incorporate private equity investments into your portfolio setup and keep a record of your capital commitments and calls. With the analysis you can see your best performers in terms of distributions per paid in capital and other private equity metrics.

30-day Trial Period

€0

One-time

Each extra user

€99

Request a free demo