Institutional Investors & Pension Funds
Whether you’re an equity-based local investor or a full-scale pension fund with global, multi-asset-class portfolios with complex PE-instruments, we offer you a solution to suit your needs and processes.
With us you’ll have a true control of all your assets including real estate, private equity and more. We offer you a technology platform that supports all your business requirements and processes – in one convenient secured cloud. This platform provides fast and easy access to accurate and reliable data, which is a necessity for accurate analysis and reporting in internal and external use.
We are happy to have all our financial assets and liabilities ‘under one roof’. This will put us in greater control, steering us away from external dependencies and time-consuming manual routines, and hence make time for what’s important. The solution is very user friendly, intuitive and innovative.Fredrik Holst, CFO of Landstinget Västmanland
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Top features for Institutional Investors & Pension Funds
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Institutional Investor customer typically considers important for them.
Handle any kind of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
Reports for customers, authorities and stakeholders can be generated with a single click or fully automatically.
Corporate Action Management
Automate the time-consuming, cumbersome aspects of corporate action management.
Reduce administrative burden by transforming transaction data automatically into accounting entries.
Top things to know:
|1||Multi asset class, multi-currency, multi product types software|
|2||Advanced performance measurement and tools|
|3||Stress tests, simulations, Risk calculation, attribution analysis|
|4||Trade order management|
|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||Integrated CRM module with client and investor data|
|2||Real time position, transaction and performance information|
|4||Dashboards for summary data at a glance|
|5||Advanced query and search capabilities|
|6||Business intelligence reporting capabilities|
|7||Automated reconciliation of trade information, settlement data, transactions and positions|
|8||GIPS-compliant composite reporting and maintenance|
|9||Outsourced reconciliation and data management option|
|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 Institutional Investors & Pension Funds
Municipality Finance PlcNovember 21, 2017Monitoring and reporting the overall picture of our financial position is easier when the liabilities and assets are manageable in one system. In addition, we can make the city's financial management more transparent, which is particularly important for a public organization. – Kari Pentti, Financial Manager at City of Turku.
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
Sigrid Juselius FoundationJuly 20, 2015"FA's solution gives us a platform to handle our portfolios with complex instruments and report them on demand."- Ann-Sofi Palin, Sigrid Juselius Foundation
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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.