En plattform för Kapitalförvaltning

FA är en modern, webbaserad mjukvaruplattform för portföljförvaltning. Det gör det möjligt för företag att ha allt i ett enda system från back, middle-och front office till slutkunder. Med FA:s plattform kan du hantera ditt företag när som helst, på vilken plats som helst och med vilken enhet som helst. Den transaktionsbaserade plattformen hanterar alla valutor med flexibel konfigurering för olika affärsområden och regionala behov.

Plattformen består av moduler, så du kan välja exakt vilka funktioner du behöver för att uppfylla dina affärsbehov. Dessutom möjliggör FA plattformen moderna integreringar för automatisering av processer som handel, rapportering och marknadsdataflöden.

Portföljförvaltning, investeringsanalys, rapportering och kundhantering.
Allt alltid tillgängligt genom en och samma plattform.

Vi arbetar tillsammans er med att hitta bästa lösningen för er verksamhet.

Vi möjliggör att ert företag alltid är tillgängligt oavsett enhet.

Med oss kommer ni att ha en investment management plattform som växer med er verksamhet.

Vi stöder er under implementeringen och därefter.

Med oss har ni alltid den senaste versionen av programvaran. Det ingår i priset.


Några av våra kunder


“Vi ville ha ett modernt system med bra rapporter, enkelt att hantera och för en rimlig kostnad. Att kunna strukturera våra klienters portföljer på olika nivåer var och är väldigt viktigt! Efter att noggrant gått igenom marknaden blev FA Solutions vårt val!”Bobby Weijmar, Adecla
“Erbjuder helhetslösning samtidigt som användaren har frihet att skräddarsy det för sitt syfte – Smidig och pålitlig NAV-process.” Ken Söhrman, Ansvarig Back Office på FCG Fonder

Eller låt oss höra från dig om du vill veta mer

  • This field is for validation purposes and should be left unchanged.

Custom Headline

Index Helsinki chooses FA as technology partner to automate operations and governance reporting

September 23, 2021
Index Helsinki takes on a new wealth management platform to ensure uninterrupted functions during exceptional times, meet local FSA reporting standards, and improve overall efficiency in all functions.

Helsinki, Finland (September 7th, 2021) In their effort to ensure assertive governance and time efficiency savings when reporting to the authorities like the FSA, asset management company Index Helsinki has chosen cloud portfolio management solution provider FA Solutions as its technology partner. Built as a new feature specifically tailored for Index Helsinki, FA Solutions developed a report that incorporates all the data required for local FSA reporting.

Index Varainhoito (Index Asset Management) is Finland's only asset management company specializing in index investing, creating core portfolios with index instruments, and using more complex instruments as a satellite. The company is staff-owned and operates 100% independently. 

As COVID-19 changed all traditional ways to run business, the company had to reorganize its everyday operations completely. All daily activities suddenly needed to run remotely without a single physical location and all functions needed to run, with daily checks to client and FSA reporting,” says Jukka Huuskonen, CEO at Index Helsinki.

Increasing reporting requirements from local supervisory authorities are often a big challenge. FA Solutions developed reporting tools tailored for Index Helsinki that incorporate all the data required for local FSA reporting.

“Different ways of creating investment portfolios can cause challenges for reporting platforms. However, with the very flexible FA platform, they were able to develop a new report specifically for us that means we can customize it to fit our own needs,” says Marjut Kaste, Administrative Director at Index Helsinki. “The ability to connect to other systems, such as custodian banks, enabled us to create a significant number of automated processes that improved efficiency markedly.”

Active investing is often seen as faster and more lucrative than index investing. However, an index investor can achieve the market return level for its investments with expenses deducted. Due to the efficiency of the investment market, active portfolio management won’t lead to better results than the market return – except rarely and by chance.

Additionally, active investing causes a lot of unnecessary expenses. Therefore, an active investor needs a considerable amount of luck to beat the returns gained by an index investor.

“The growth of alternative asset class use has had a big impact for all asset managers to implement proper and sophisticated portfolio management systems, in order to keep track of risks, returns and the reporting of all asset types to all stakeholders including local FSAs,” said Hannes Helenius, Partner at FA Solutions. “Furthermore, the new normal of working remotely emphasizes the IT infrastructure move to secure cloud solutions,” continued Helenius.

Index Helsinki’s need was a single cloud-based system that would enable them to work regardless of physical location and reducing the dependency of human work by automating processes as much as possible.

FA Solutions provides a cloud-based portfolio management platform for wealth managers that automates and centralizes operational processes and reporting into one easy-to-use system via multiple APIs. Without an automation system in place, back, front, and middle office staff need to manually complete routine tasks using legacy systems and tools such as Excel.

Founded in 1999, FA Solutions serves over 70 major banks, independent asset managers, and institutional investors in 15 different countries, such as Luminor Bank, Taaleri, CIGP, and Zurich Invest AG. The company currently has offices in Finland, Sweden, the United Kingdom, and Latvia.


For additional information:

Media kit with pictures

Marjut Kaste, Administrative Director

Index Helsinki

+358 50 597 0303

marjut.kaste@indexvarainhoito.fi

Hannes Helenius, Partner

FA Solutions

+358 40 146 7760

hannes@fasolutions.com

About FA Solutions

FA Solutions is the leading Nordic provider of software for Wealth & Fund Managers, Family Offices, and Banks, helping them manage their clients’ wealth globally. We offer a cloud-based Portfolio Management solution that automates and centralizes a wide range of operational processes into one easy-to-use FA Platform. We believe superior technology enables quality Wealth Management services for everyone. For more information, visit www.fasolutions.com.

Custom Headline

Index Helsinki chooses FA as technology partner to automate operations and governance reporting

September 23, 2021
Index Helsinki takes on a new wealth management platform to ensure uninterrupted functions during exceptional times, meet local FSA reporting standards, and improve overall efficiency in all functions.

Helsinki, Finland (September 7th, 2021) In their effort to ensure assertive governance and time efficiency savings when reporting to the authorities like the FSA, asset management company Index Helsinki has chosen cloud portfolio management solution provider FA Solutions as its technology partner. Built as a new feature specifically tailored for Index Helsinki, FA Solutions developed a report that incorporates all the data required for local FSA reporting.

Index Varainhoito (Index Asset Management) is Finland's only asset management company specializing in index investing, creating core portfolios with index instruments, and using more complex instruments as a satellite. The company is staff-owned and operates 100% independently. 

As COVID-19 changed all traditional ways to run business, the company had to reorganize its everyday operations completely. All daily activities suddenly needed to run remotely without a single physical location and all functions needed to run, with daily checks to client and FSA reporting,” says Jukka Huuskonen, CEO at Index Helsinki.

Increasing reporting requirements from local supervisory authorities are often a big challenge. FA Solutions developed reporting tools tailored for Index Helsinki that incorporate all the data required for local FSA reporting.

“Different ways of creating investment portfolios can cause challenges for reporting platforms. However, with the very flexible FA platform, they were able to develop a new report specifically for us that means we can customize it to fit our own needs,” says Marjut Kaste, Administrative Director at Index Helsinki. “The ability to connect to other systems, such as custodian banks, enabled us to create a significant number of automated processes that improved efficiency markedly.”

Active investing is often seen as faster and more lucrative than index investing. However, an index investor can achieve the market return level for its investments with expenses deducted. Due to the efficiency of the investment market, active portfolio management won’t lead to better results than the market return – except rarely and by chance.

Additionally, active investing causes a lot of unnecessary expenses. Therefore, an active investor needs a considerable amount of luck to beat the returns gained by an index investor.

“The growth of alternative asset class use has had a big impact for all asset managers to implement proper and sophisticated portfolio management systems, in order to keep track of risks, returns and the reporting of all asset types to all stakeholders including local FSAs,” said Hannes Helenius, Partner at FA Solutions. “Furthermore, the new normal of working remotely emphasizes the IT infrastructure move to secure cloud solutions,” continued Helenius.

Index Helsinki’s need was a single cloud-based system that would enable them to work regardless of physical location and reducing the dependency of human work by automating processes as much as possible.

FA Solutions provides a cloud-based portfolio management platform for wealth managers that automates and centralizes operational processes and reporting into one easy-to-use system via multiple APIs. Without an automation system in place, back, front, and middle office staff need to manually complete routine tasks using legacy systems and tools such as Excel.

Founded in 1999, FA Solutions serves over 70 major banks, independent asset managers, and institutional investors in 15 different countries, such as Luminor Bank, Taaleri, CIGP, and Zurich Invest AG. The company currently has offices in Finland, Sweden, the United Kingdom, and Latvia.


For additional information:

Media kit with pictures

Marjut Kaste, Administrative Director

Index Helsinki

+358 50 597 0303

marjut.kaste@indexvarainhoito.fi

Hannes Helenius, Partner

FA Solutions

+358 40 146 7760

hannes@fasolutions.com

About FA Solutions

FA Solutions is the leading Nordic provider of software for Wealth & Fund Managers, Family Offices, and Banks, helping them manage their clients’ wealth globally. We offer a cloud-based Portfolio Management solution that automates and centralizes a wide range of operational processes into one easy-to-use FA Platform. We believe superior technology enables quality Wealth Management services for everyone. For more information, visit www.fasolutions.com.

Custom Headline