Solutions by Industry

Robo-Advisors

Customer Onboarding and CRM

Our solution supports regulatory compliant client onboarding, CRM designed for the financial industry, and secure online access for your end customers.

Portfolio Management

Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system. Apply your model strategies to your portfolios efficiently with FA’s intelligent rebalancing logic.

Order Management and Trading

Manage an entire life cycle of a trade in an integrated, compliant, and transparent way. Send orders to your preferred broker, and monitor the status and execution information in real-time.

Rebalancing

Manage model portfolios and client-specific investment plans in order to rebalance portfolios and realign their investments to match their model.

FA Client Front

Provide end clients with immediate online access to their investments with secure authentication via mobile FA App.

Want to know more about Roboblock?

Roboblock is a combination of Robo-Advisory and Blockchain where distribution and advice are shared among invited parties. Roboblock enables a global value chain for Asset Managers to share information and distribute advice globally among each other and with selected investors – without general ledger in between.
Visit roboblock.io

Replace multiple platforms with one automated software

FA Solutions is your “one-stop-shop” for replacing multiple software platforms with a single, automated software platform for running your Robo Advisor Business.

We at FA Solutions have the knowledge and experience of various Robo-advice projects. We can provide a full-service solution including SEPA payments and Direct Debits, accounting in different formats, MiFID II mapping of clients, flexible APIs, Model Portfolio Management, and Trade Order and Settlement instructions, to name just a few of the functions required.

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High levels of automation

With our top modern yet comprehensive solutions, our Robo-advice clients can focus on their core business idea; algorithms for selecting model portfolios, mapping client requirements, and the user interface. We will take care of the rest, with as high level of automation as possible.
  • Outsourced reconciliation and data management option
  • Real time position, transaction and performance information
  • Trade order management
  • Performance analytics
  • Dashboards for summary data at a glance
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  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Advanced query and search capabilities
  • Business intelligence reporting capabilities
  • GIPS-compliant composite reporting and maintenance

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