Client Management

Improve your daily operations by providing your team with a tool that supports their daily tasks and improves their efficiency.

FA’s Front allows you to tailor the most suitable tool for your employees’ varying needs, while simultaneously removing the problem of data migration between systems. It gathers all relevant customer, portfolio, and investment data which is combined with the functionality you need on a single platform, allowing you to efficiently manage your clients and free your valuable time.

FA Platform

Key functionalities

FA Platform
  • Collect know-your-client (KYC) information

  • Record meeting notes and tasks with your clients

  • Share and manage documents with clients

  • Have an access to the portfolios of your clients

  • Email and calendar synchronization from Office 365