FA platform for front office

Boost your Front Office to provide a superb customer experience

We deliver FA Platform for Front Office as an integrated enterprise solution or as a stand-alone platform. With us, you get automated Front Office workflows and task management with a real-time position and transaction view. The solution reduces your operational risk, allows efficient generation of strategies, and supports multiple investment processes, strategies, asset classes, and management tasks – everything on a single platform.

Our platform is the central analysis and decision-support platform that is designed especially for portfolio managers covering a wide range of asset classes and instrument types. FA Platform includes intuitive position analysis and investment-simulation capabilities with relevant risk and performance metrics.

Our integrated Client Management functionality is designed for the financial industry and enables you to view essential parameters and metrics such as client details, tax rules, client transactions, and bank account information. You will also get a portfolio overview, an overview of performance measurement figures, and compliance limit exposure. The solution is fully integrated with Trade Order management and all other features.

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Top features for Front Office

Portfolio Management

Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.

Model Portfolios and Rebalancing

Apply your models to your portfolios efficiently with FA’s intelligent rebalancing logic.

Transactions and Trade Orders

Manage an entire life cycle of a trade in an integrated, compliant, and transparent way.

Customer Onboarding and CRM

We provide you with MiFID II-compliant client onboarding, KYC, CRM designed for the financial industry, and secure online access to portfolio data for your end customers.

Online Access for Your Customers

Let your customers view and analyse their investments whenever they want and wherever they are with secure authentication.

Accurate Investment Analysis

Get a comprehensive overview of your customer’s investments and analyse their portfolios from different angles.

"FA Platform has increased the opportunities for investment advisors to make the most precise proposals possible."
Tommi Elomaa, LocalTapiola Private
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Why choose FA Solutions?

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We work closely with you to find the best solution for your business.

We make your business always accessible with every device.

With us, you will have an Investment Management platform that grows with you.

We support you during the deployment and over the years to come. You will have access to our expert consultants, training, and online support.

With us, you will always have the latest release of the software. Included in the price.

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