Features
FA Client Front

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.

  • Example

Key functionalities

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  • 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