Multi Family Offices
& Private Wealth Management
Easy Management of Any Instrument
FA Platform allows you to easily manage any kind of asset – not only monetary but also art, real estate, and vehicles.
Online Access for Your Customers
Let your customers view and analyse their investments whenever they want and wherever they are with a personal secure authentication.
Automated and On Demand Reporting
Reports for customers, authorities, and stakeholders can be generated with a single click or fully automatically.
Reduce administrative burden by transforming transaction data automatically into accounting entries.
Concentrate on your core Family Office business instead of time consuming administrative tasks. With us you get the efficiency, control, flexibility, and transparency you need to meet your goals.
We offer you a single system for running your entire business. Our transaction-based FA Platform enables you to easily manage and analyse any kind of wealth, such as real estate, art, and vehicles in addition to any kind of financial instruments.
In the FA Platform you’re able to manage your clients and contacts, consolidate data from multiple sources (such as data providers, trading platforms, banks and custodians), as well as mitigate risks and reduce costs. Moreover, with the FA Platform you will have tools you need to provide a highly personalised and tax efficient services for your customers.
Outsourced reconciliation and data management option
Real time position, transaction and performance information
Trade order management
Dashboards for summary data at a glance
Automated reconciliation of trade information, settlement data, transactions and positions
Advanced query and search capabilities
Business intelligence reporting capabilities
GIPS-compliant composite reporting and maintenance
Our client stories
We selected FA Solutions as they delivered us a flexible solution to enable the expansion of our business.Bobby Weijmar, Adecla
The family office business is to make investment decisions when it is needed, and therefore we wanted to have a 24/7 access to our investment portfolios from anywhere. That’s what we got from FA.Topi Piela, Ulkomarkkinat Oy
FA’s portfolio solution is the perfect portfolio management tool for JAM.Christian Borgström, JAM Advisors