Software for

Independent Financial Advisors
& Distributors


Our solution for Independent Financial Advisers allows you to handle any kinds of asset types and multi-dimensional portfolio hierarchies in a real-time, transaction-based portfolio management system, providing you a solid base for your Investment Book of Records (IBOR).

FA Platform supports your business as required by the regulations in the financial industry, such as MiFID II: gathering background information (e.g. KYC, AML, PEP), providing investment advice, managing customer relations, delivering proposals, closing deals, generating trade orders, reporting automatically and on demand, recording audit trails, and so forth.

With FA Platform you’ll find it easy to compare products and solutions and analyse your customer’s situation to provide highly personalised services. You can easily automate cumbersome and laborious processes, such as regulatory reporting (FATCA, CRS, MIFIR, etc.), data aggregation from external sources (APIs, SWIFT), and accurate fee calculations.

With us you get the efficiency, flexibility and transparency you need to meet your business goals and the tools you need to provide a highly personalised and tax efficient service.


We want to use the best tools and easy-to-understand consolidated reporting to help our clients gain a clear picture of their overall financial situation. FA Platform is the perfect portfolio management tool for these needs. With FA we have a comprehensive setup with automated processes from trade orders to reporting.Christian Borgström, founding partner at JAM Advisors Ltd.

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Top features for IFAs & Distributors

Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Independent Financial Advisor customer typically considers important for them.


Portfolio Management

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

Customer Onboarding and CRM

We provide you with MiFID II compliant client onboarding, CRM designed for the financial industry, and secure online access for your end customers

Automated Reporting

Reports for customers, authorities and stakeholders can be generated with a single click or fully automatically.

Compliance

Integrate pre- and post-trade compliance seamlessly into your workflows.

Top things to know:
1 Multi asset class, multi-currency, multi product types software
2 CRM functionality
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 Online access to FA with sales modules
8 Custodian, DMA and market data integration
More features:
1 Real time position, transaction and performance information
2 Performance analytics
3 Dashboards for summary data at a glance
4 Advanced query and search capabilities
5 Business intelligence reporting capabilities
6 Automated reconciliation of trade information, settlement data, transactions and positions
7 GIPS-compliant composite reporting and maintenance
8 Outsourced reconciliation and data management option
We offer:
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 content labeled for IFAs & Distributors

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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.