Multi Family Offices
& Private Wealth Management
Concentrate on your core Family Office business instead of time consuming administrative tasks. With us you get the efficiency, control, flexibility, and transparency you need to meet your goals.
We offer you a single system for running your entire business. Our transaction-based FA Platform enables you to easily manage and analyse any kind of wealth, such as real estate, art, and vehicles in addition to any kind of financial instruments.
In the FA Platform you’re able to manage your clients and contacts, consolidate data from multiple sources (such as data providers, trading platforms, banks and custodians), as well as mitigate risks and reduce costs. Moreover, with the FA Platform you will have tools you need to provide a highly personalised and tax efficient services for your customers.
We selected FA Solutions as they delivered us a flexible solution to enable the expansion of our business. FA Platform is a modern system providing all we need in terms of portfolio management, reporting and more, yet it can be managed with minimum administration effort.Bobby Weijmar, CEO and founder of Adecla, expanded from Single to Multi Family Office with FA Platform
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Top Features for Multi Family Offices
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Multi Family Office customers typically consider important for them.
Easy Management of Any Instrument
FA Platform allows you to easily manage any kind of asset – not only monetary but also art, real estate, and vehicles.
Online Access for Your Customers
Let your customers view and analyse their investments whenever they want and wherever they are with a personal secure authentication.
Automated and On Demand Reporting
Reports for customers, authorities, and stakeholders can be generated with a single click or fully automatically.
Reduce administrative burden by transforming transaction data automatically into accounting entries.
Top things to know
|1||Multi-asset class, multi-currency, multi-tax, multi-language portfolio management|
|2||CRM functionality with client and investor data|
|3||Advanced performance measurement and tools|
|4||Cost and fee calculation models|
|5||Model portfolio management and rebalancing functionality|
|6||Customizable and automated client reporting and benchmarking the portfolios|
|7||Audit trail and support for compliance|
|8||Custodian, DMA and market data integration|
|1||Trade order management|
|2||Outsourced reconciliation and data management option|
|3||Real time position, transaction and performance information|
|5||Dashboards for summary data at a glance|
|6||Advanced query and search capabilities|
|7||Business intelligence reporting capabilities|
|8||Automated reconciliation of trade information, settlement data, transactions and positions|
|9||GIPS-compliant composite reporting and maintenance|
Benefits of using FA Platform
|1||one software platform for investment management|
|2||the ready availability of your business|
|3||always the latest release included in monthly fee|
|4||continuity and security plan|
|5||additional features and modules as your business grows|
Latest client stories labeled for Family Offices & Private Wealth Management
AdeclaJuly 24, 2015”We selected FA Solutions as they delivered us a flexible solution to enable the expansion of our business.”- Bobby Weijmar, Adecla
JAM AdvisorsJuly 9, 2015“FA's portfolio solution is the perfect portfolio management tool for JAM.” - Christian Borgström, JAM Advisors
Ulkomarkkinat OyJuly 6, 2015”The family office business is to make investment decisions when it is needed, and therefore we wanted to have a 24/7 access to our investment portfolios from anywhere. That's what we got from FA.”- Topi Piela, Ulkomarkkinat Oy
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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.