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.
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.
