Selection of our client success stories

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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

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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

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Investerings Rådgivning (IRG)

Elena Lundaeva Asset & Portfolio Management Back Office Fund Management & Administration IFA’s & Distributors Sales & Top Management Leave a Comment

“The FA Platform worked 100% during this very stressful time [i.e. COVID-19 pandemic] and high volatility. This was really a stress test of the system and we were able to have full control over our portfolios and our fund NAV. Thank you to FA and your team.”
– Peter Kubicki, CEO at IRG

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Luminor Bank

Elena Lundaeva Leave a Comment

“As Luminor was created through the merger of several entities, we have been working on improving our IT architectures to align with our cross-border business model. FA Solutions’ cloud-based platform provides a single technical solution commonly managed across several locations, allowing us to focus on providing the best service for our customers. By working closely with FA’s team, we were able to create customized operations and functionalities to fit our needs due to the flexibility of their platform and their willingness to listen and understand our pain points.”
– Rasmus Pikkani, Head of Asset Management and Pensions at Luminor Bank

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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

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Wictor Family Office

Anna Goeva Leave a Comment

“FA provides us with a unique opportunity to evolve over time. As our customer’s demands, and thus ours, change and advance FA is always there to deliver new and improved solutions that are carefully and individually designed just for us. This is something that we highly appreciate and together with the wide range of already existing services they provide us – FA is a great solution for us and our customers at Wictor Family Office.”
– Sara Viktorsson, Chairwoman at Wictor Management Committee

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Elena Lundaeva Asset & Portfolio Management

“We needed a modern software for our asset management and reporting, and of course good support for these. FA came along to be the right choice due to the system features, solution portfolio and know-how they have. With FA’s solution we can effectively and easily handle our portfolios and also report them on demand. We have been happy with the solution and to highlight, with FA’s expertise the deployment process went smoothly.”
– Titta Elomaa, deputy CEO at Garantia Insurance Company Ltd.

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