Software for

Markets & Brokerage

your business.


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:
1 Book building
2 Product management
3 Client, contact and CRM module
4 Fee and cost calculation
5 On demand reporting
6 Audit trail
7 Connections to DMA’s and custody
8 Automated BO process with SWIFT messages
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

Content labeled for Markets & Brokerage

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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.