Main tool for asset management and client reporting.
FA is the main tool for all asset management and client reporting at Consortum. The processes handled in FA Platform include Model Portfolio Management, Trade Order Management, Custody Services and Online Reporting.
Patrik Inge, CEO of Consortum Capital Investments comments on the selection of FA Solutions: “It was of high importance for us to select a provider and solution that is both broad and flexible, and preferably consisting of modules. Thus, the solution will support our expansion without limiting us. FA Solutions could provide us with this, and has been a competent and reliable supplier that understands our requirements and our vision.”
There has been a significant increase in the level of automation in the daily processes. Linda Fredriksson, Project Manager at Consortum, states: “What has been a great difference compared to the situation before, is the incredible support and service FA Solutions has provided. It has been beyond expectations and extremely valuable to us. FA has really understood and adapted to our needs and requirements. The solution has extensively simplified our trading process that is now far more automated than earlier. Many ´time thieves´ have been eliminated. The implementation has been smooth and to have FA as a reliable partner through the whole process until completion has been most reassuring”.
Consortum is a leading Boutique Asset Management company based in Stockholm and Borås. Consortum has assisted privately owned enterprises and private persons to reach their long-term financial goals for over 25 years.