Solutions by Industry

Family Offices

Easy management of any instrument

FA Platform brings together all your assets – not only monetary but also art, real estate, and vehicles.

Online access for your customers

Let your customers view and analyze their investments whenever they want and wherever they are with a personal secure authentication.

Automated reporting

Consolidated reports for customers, authorities, and stakeholders can be generated with a single click or fully automatically.

Effortless data consolidation

Aggregate all data from external mandates for tracking, comparing, reporting their performance, and fees.

Accurate investment analysis

Get a comprehensive overview of the investments and analyze your clients’ portfolios from different angles.

Carefree accounting

Reduce administrative burden by transforming transaction data automatically into accounting entries.

Concentrate on your core Family Office business instead of time-consuming administrative tasks. Whether you are managing just your own family or a group of families and friends, FA Solutions can automate numerous time-consuming routines and procedures. With us you get the efficiency, control, flexibility, and transparency you need to meet your goals.

FA Solutions brings the management of your Family Office into one software platform. The FA Platform enables you to aggregate your transactions and assets from your banks, asset managers, in-house trading, unlisted and private equity, real estate, as well as assets of passion and philanthropic engagements into one place.

  • Example
In the FA Platform, you are able to manage your clients and contacts, consolidate data from multiple sources (such as data providers, trading platforms, banks, and custodians), as well as mitigate risks and reduce costs. Our platform simplifies analysis, reporting, and accounting so you can focus on managing your business and investments. Moreover, with the FA Platform, you will have the tools you need to provide a highly personalized and tax-efficient services for your customers.
  • Outsourced reconciliation and data management option
  • Real time position, transaction and performance information
  • Trade order management
  • Performance analytics
  • Dashboards for summary data at a glance
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  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Advanced query and search capabilities
  • Business intelligence reporting capabilities
  • GIPS-compliant composite reporting and maintenance

Our client stories

We selected FA Solutions as they delivered us a flexible solution to enable the expansion of our business.Bobby Weijmar, Adecla
The family office business is to make investment decisions when it is needed, and therefore we wanted to have a 24/7 access to our investment portfolios from anywhere. That’s what we got from FA.Topi Piela, Ulkomarkkinat Oy
FA’s portfolio solution is the perfect portfolio management tool for JAM.Christian Borgström, JAM Advisors

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