Markets & Brokerage
With FA’s end-to-end software solution, brokers can optimise their front office operations including fund raising and deal flow management, as well as their back office operations including product and portfolio management and accounting, fee allocation and financial reporting. Users can also easily track the performance of portfolios and view performance information at any level of portfolios investment structure.
FA’s solution for markets also includes integrated web portal to facilitate the secure communication of financial and non-financial information to clients or counter parties.
“FA Platform adapts flexibly to our critical business processes rather than the other way around.”Ville Hellens, Alexandria
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Top Features for Markets & Brokerage
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Brokerage customer typically considers important for them.
Product and Portfolio Management
Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
CRM designed for the Financial Industry
Gather all relevant data for efficient management of potential and existing customers as required by regulations.
Online Access for Your Customers
Let your customers place orders whenever they want and wherever they are with personalised secure authentication.
Transactions and Trade Orders
Manage an entire life cycle of a trade in an integrated, compliant, and transparent way.
Send and Receive Payments
Automatically generate, send, track, and receive payment messages.
Automated and On Demand Reporting
Automated and on demand reporting for authorities, customers and other stakeholders.
Top things to know:
|3||Client, contact and CRM module|
|4||Fee and cost calculation|
|5||On demand reporting|
|7||Connections to DMA’s and custody|
|8||Automated BO process with SWIFT messages|
|1||Real time position, transaction and performance information|
|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|
|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 Markets & Brokerage
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
SP CapitalJuly 19, 2015"FA was a right choice due to their solution portfolio from sales to back office." - Henry Nurminen, SP Capital
AlexandriaJuly 8, 2015“FA's software adapts flexibly to our critical business processes rather than the other way around.” - Ville Hellens, Alexandria
Content labeled for Markets & Brokerage
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Can cryptocurrencies be Sharia-compliant?April 24, 2018Recent studies published by Sharia scholars and advisors have come to the conclusion that Bitcoin, among other cryptocurrencies, can be considered as a sharia-compliant investment ... Read More
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.