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
Finns' interest in saving and investing has grown steadily throughout the 2000s. As interest has grown, so has the number of available investment options. The popularity of the equity savings account in Finland shows that the Finns are ready to consider also other investment options than traditional funds and savings accounts. The Insurance Year 2021 report (in Finnish) by Finance Finland, the interest organisation of the financial sector in Finland, reveals a considerable increase in the popularity of capitalisation contracts. It seems that in the current market situation, the stock and interest market offers too limited tools, so there is an apparent demand for alternative investment targets.
Cumbersome management of the contract portfolio can be an obstacle to growth
Many life insurance companies are offering individual investment insurance for large investors. In these, the investment instruments are not very limited, so, in principle, they can be anything the insurance company accepts. In addition, the customer can choose the management model that suits them best based on how closely they want to participate in investment management.
Since large investors are a relatively limited target group and the investment portfolios of individual investment insurances are diverse, managing these contracts has traditionally been laborious. Over time, the number of contracts may have increased so much that the current management model has no longer been sustainable. Furthermore, if the administration were more straightforward and cost-effective, could the minimum investment amount be lowered and the target group offered individual investment insurance expanded?
Furthermore, if the administration were more straightforward and cost-effective, could the minimum investment amount be lowered and the target group offered individual investment insurance expanded?
Efficient investment management with a cloud-based portfolio management system
Evitec Life Savings (ELS) supports the management of interest-, fund- and unit-linked savings and capitalisation contracts. Now Evitec is expanding the functionality to efficiently manage individual investment portfolios, allowing the insurance company to offer a wide range of investment instruments for savings contracts.
Individual investment insurance contracts are managed in Evitec Life Savings, with a focus on automation and the efficiency of daily operations. Policy administration takes care of the policy life-cycle management and the business needs of the entire contract base, covering sales, management phase and claims processing. The comprehensive digital service interfaces of the Evitec Life solution enable a high degree of automation of daily operations and smooth customer service.
The investment portfolio of individual investment insurance is managed in FA Solutions' cloud-based portfolio management solution, the FA Platform, which automates and centralises a large number of operational processes in one system. The FA Platform enables portfolio management and trading in different currencies in public and private markets, also covering analytics and reporting. FA Solutions offers API interfaces based on an open architecture, making integrating the system into existing web services easy.
“The solution jointly developed by FA Solutions and Evitec, automating laborious manual work steps, enables life insurers to re-evaluate the pricing model for individual investment insurances, giving a significant competitive advantage and the opportunity to expand their service offering to an even wider audience. Finland's individual investment insurance market is a compelling destination for the growing wealth of Finns, and our joint solution can greatly help insurers to accelerate it.”
Jani Boström, VP Product Management at Evitec
Evitec is a Nordic expert in software solutions and consultation services for the financial sector. Evitec Life is an insurance policy management system developed by Evitec, with over 30 years of experience. Evitec Life covers the life insurers' whole product range, including savings, pension, and life risk insurances.
FA Solutions is a market-leading software provider for Asset & Wealth Managers, helping them manage their investments globally. We offer a cloud-based Portfolio Management solution that automates and centralises a wide range of operational processes into one easy-to-use FA Platform. We believe superior technology enables quality Asset & Wealth Management services for everyone.
Finns' interest in saving and investing has grown steadily throughout the 2000s. As interest has grown, so has the number of available investment options. The popularity of the equity savings account in Finland shows that the Finns are ready to consider also other investment options than traditional funds and savings accounts. The Insurance Year 2021 report (in Finnish) by Finance Finland, the interest organisation of the financial sector in Finland, reveals a considerable increase in the popularity of capitalisation contracts. It seems that in the current market situation, the stock and interest market offers too limited tools, so there is an apparent demand for alternative investment targets.
Cumbersome management of the contract portfolio can be an obstacle to growth
Many life insurance companies are offering individual investment insurance for large investors. In these, the investment instruments are not very limited, so, in principle, they can be anything the insurance company accepts. In addition, the customer can choose the management model that suits them best based on how closely they want to participate in investment management.
Since large investors are a relatively limited target group and the investment portfolios of individual investment insurances are diverse, managing these contracts has traditionally been laborious. Over time, the number of contracts may have increased so much that the current management model has no longer been sustainable. Furthermore, if the administration were more straightforward and cost-effective, could the minimum investment amount be lowered and the target group offered individual investment insurance expanded?
Furthermore, if the administration were more straightforward and cost-effective, could the minimum investment amount be lowered and the target group offered individual investment insurance expanded?
Efficient investment management with a cloud-based portfolio management system
Evitec Life Savings (ELS) supports the management of interest-, fund- and unit-linked savings and capitalisation contracts. Now Evitec is expanding the functionality to efficiently manage individual investment portfolios, allowing the insurance company to offer a wide range of investment instruments for savings contracts.
Individual investment insurance contracts are managed in Evitec Life Savings, with a focus on automation and the efficiency of daily operations. Policy administration takes care of the policy life-cycle management and the business needs of the entire contract base, covering sales, management phase and claims processing. The comprehensive digital service interfaces of the Evitec Life solution enable a high degree of automation of daily operations and smooth customer service.
The investment portfolio of individual investment insurance is managed in FA Solutions' cloud-based portfolio management solution, the FA Platform, which automates and centralises a large number of operational processes in one system. The FA Platform enables portfolio management and trading in different currencies in public and private markets, also covering analytics and reporting. FA Solutions offers API interfaces based on an open architecture, making integrating the system into existing web services easy.
“The solution jointly developed by FA Solutions and Evitec, automating laborious manual work steps, enables life insurers to re-evaluate the pricing model for individual investment insurances, giving a significant competitive advantage and the opportunity to expand their service offering to an even wider audience. Finland's individual investment insurance market is a compelling destination for the growing wealth of Finns, and our joint solution can greatly help insurers to accelerate it.”
Jani Boström, VP Product Management at Evitec
Evitec is a Nordic expert in software solutions and consultation services for the financial sector. Evitec Life is an insurance policy management system developed by Evitec, with over 30 years of experience. Evitec Life covers the life insurers' whole product range, including savings, pension, and life risk insurances.
FA Solutions is a market-leading software provider for Asset & Wealth Managers, helping them manage their investments globally. We offer a cloud-based Portfolio Management solution that automates and centralises a wide range of operational processes into one easy-to-use FA Platform. We believe superior technology enables quality Asset & Wealth Management services for everyone.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
This cookie policy concerns the fasolutions.com public website and does not apply FA Solutions services and customer support sites.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
3rd Party Cookies
This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, the most popular pages, heatmaps etc.
Keeping this cookie enabled helps us improve our website and your experience.
Please enable Strictly Necessary Cookies first so that we can save your preferences!
