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.
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.
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.
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