Life & Unit-linked Insurance
New Era of Life Insurance Business with FA
With FA you can achieve enterprise-wide workflow control and transparency with our tailor-made insurance solution. FA Platform enables you to control and manage sales process, activities and product offerings (e.g. PRIIPs). You also can manage your business portfolio overview, overview of performance measurement figures and compliance limit exposure. The solution is fully integrated with cost and fee calculation, reporting and documentation (e.g. KID), and all the other FA Platform features.
We can reduce your IT-infra costs while offering more flexibility and control to your business. With us you get automated workflows and task management with real time position and transaction view.
FA Platform reduces your operational costs and risk, allows efficient and timely generation of new products, strategies, and supports a variety of investment processes – all on a single platform. These factors help in strengthening your competitive advantages and streamlining daily tasks.
”FA Platform enables us to provide life insurance solutions suitable for the needs of every one of our customers.”Tommi Elomaa, LocalTapiola Group
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Top Features for Life & Unit-linked Insurance
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Life & Unit-linked Insurance customer typically considers important for them.
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
Handle any kind of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
FA Platform allows you to easily manage any kind of instruments, even the most complex Packaged Retail Investment and Insurance-Based Products (PRIIPs).
Top things to know:
|1||Manage products, sales process and activities|
|2||Online and mobile access|
|3||View client situation and report on demand whenever & wherever|
|4||Integrated sales process with the set of MiFiD rules|
|5||Track and manage client interactions and related metrics|
|6||Create new client accounts and portfolios|
|7||Integrated sales and activity reporting|
|8||Get an overview of client interactions|
|8||On demand reporting|
|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 Life & Unit-linked Insurance
LocalTapiola PrivateJuly 4, 2015“FA Sales has increased the opportunities for investment advisors to make the most precise proposals possible.” - Tommi Elomaa, LocalTapiola Private
LocalTapiola GroupJuly 1, 2015”We can use the tool to provide saving solutions suitable for the needs of every one of our customers.” - Tommi Elomaa, LocalTapiola Group
Content labeled for Life & Unit-linked Insurance
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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.