FA is a responsive and intuitive web-based application that can be used with any device, such as desktop, tablet, and mobile, including access via a mobile app. The user interface will be branded to match your appearance, to provide a seamless digital customer experience.
You can use FA as an interactive alternative to traditional customer reporting, provide your customers with a tool for online trading, or allow your customers to interact with their investments in a multitude of ways. FA's Client Front allows your clients to view their investments whenever they want with secure authentication, providing you with a competitive edge through enhanced customer experience.
Key functionalities
Provide online access for your clients to see their own investments
Customize the content and look and feel of your FA Client Front
Show and visualize your clients' investment data
Enable your investors to initiate trades from their own environment
Send documents for your clients to approve