Taaleri chooses FA Solutions as technology partner to further democratize impact investment offering

Elena Lundaeva Asset & Portfolio Management Back Office Front Office Fund Management & Administration Middle Office Private Equity Leave a Comment

“Complying with industry regulations and providing full transparency becomes increasingly difficult with more product offerings. In order to offer a larger range of alternative investment products, fully automating our business processes was a must. Implementing the FA Platform was the best option for us because now we can effectively and easily build our portfolio for the future. Their proactive way of understanding our business processes and agile implementation was the right choice to satisfy our existing clients and offer new products for new potential customers.”
– Karri Haaparinne, Deputy CEO at Taaleri Group

Alfred Berg

Ekaterina Iarygina Asset & Portfolio Management Back Office Leave a Comment

“Due to the industry environment changing so rapidly, with new regulations issued every year, Wealth Managers need to increase the frequency of major changes to their tech platform. By using an agile, cloud-based provider, we can rely on them to keep watch on new industry developments and to reduce the cost it takes to implement the changes. We can just focus on providing good service to our clients.”
– Helge S. Arnesen, CEO at Alfred Berg

Max Matthiessen

Elena Lundaeva Asset & Portfolio Management Back Office

“We are very excited about this new launch. It was received with a great excitement internally. Advisors are impressed with a new online portal which removes much of the laborious manual administration an lets them focus on servicing the customers instead. The FA deployment team did an excellent job. They listened and understood our needs. The final solution was thoroughly thought through and designed to match our needs. This is just the starting point for us, and we look forward to taking the next step! We feel very confident to have FA’s support and deliveries of new solutions that will allow us to grow together.”
– Henrik Nilsson, CEO at Max Matthiessen Värdepapper AB