Single Family Offices
& Private Investment Offices
Bring your family office back in control.
FA Solutions brings the management of your family office into one software platform. The FA Platform enables you to aggregate your transactions and assets from your banks, asset managers, in-house trading, unlisted and private equity, real estate, as well as assets of passion and philanthropic engagements into one place.
Whether you are managing just your own family or a group of families and friends. FA Solutions can automate numerous time consuming routines and procedures. Our platform simplifies analysis, reporting, and accounting so you can focus on managing your business and investments.
The family office business is about being able to make investment decisions regardless of place and time, and therefore we wanted to have a 24/7 access to our investment portfolios. FA Solutions was the right choice as they provided us a modern platform to handle our portfolios with complex instruments. We’ve been happy with the solution, already from the smooth deployment process. The solution fully fits our needs.Topi Piela, Deputy CEO of Ulkomarkkinat Family Office
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Top Features for Single Family Offices
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Single Family Office customers typically consider important for them.
Manage Any Kinds of Assets
FA Platform brings together all your assets – not only monetary but also art, real estate, and vehicles.
Effortless Data Consolidation
Aggregate all data from external mandates for tracking, comparing, reporting their performance, and fees.
Accurate Investment Analysis
Get a comprehensive overview of your investments and analyse your portfolios from different angles.
Consolidated reports for customers, authorities, and stakeholders can be generated with a single click or fully automatically.
Top things to know
|1||Multi asset class, multi-currency, multi product types software|
|2||CRM functionality with client and investor data|
|3||Advanced performance measurement and tools|
|4||Cost and fee calculation models|
|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||Trade order management|
|2||Outsourced reconciliation and data management option|
|3||Real time position, transaction and performance information|
|5||Dashboards for summary data at a glance|
|6||Advanced query and search capabilities|
|7||Business intelligence reporting capabilities|
|8||Automated reconciliation of trade information, settlement data, transactions and positions|
|9||GIPS-compliant composite reporting and maintenance|
Benefits of using FA Platform
|1||one software platform for investment management|
|2||automatic aggregation of data|
|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 Family Offices & Private Wealth Management
AdeclaJuly 24, 2015”We selected FA Solutions as they delivered us a flexible solution to enable the expansion of our business.”- Bobby Weijmar, Adecla
JAM AdvisorsJuly 9, 2015“FA's portfolio solution is the perfect portfolio management tool for JAM.” - Christian Borgström, JAM Advisors
Ulkomarkkinat OyJuly 6, 2015”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
Content labeled for Family Offices & Private Wealth Management
The new life of reports in FA PlatformOctober 4, 2018Did you know that FA Solutions was founded in 1999? Do you know what one of the first features of the FA Platform was? PDF ... Read More
Easing legacy bottlenecks: automating the back officeSeptember 25, 2018Article originally published in Bosbguide In the Back offices of banks and asset managers around the world there are multiple functional entities and processes, which ... Read More
Are you doing SRI decisions on behalf of your clients?September 13, 2018Assets are growing heavily in SRI (Socially Responsible Investment) category. People are getting more and more aware of the responsibility that they are bearing while ... Read More
The importance of a secured Investment Management Software for Family Offices in the Gulf regionJune 20, 2018Family offices in the Gulf region are facing multiple obstacles from different points of view: economic, political, regulatory, taxation, but also cyber-security threats. Family offices ... Read More
Efficiency from White-Labeling: New WealthTech is your asset going forwardJune 14, 2018In the digital world, when establishing new financial products and service lines, a short time-to-market is a competitive edge – it has always been, and ... Read More
FA Solutions signs multiple new clients in EU, UK, and North AmericaJune 6, 2018FA Solutions continues on the road to success by expanding in terms of different business types and geographical areas served. This spring, in addition to ... 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.