Single Family Offices
& Private Investment Offices
Bringing your family office back in control.
FA Solutions brings the management of your family office into one software platform. FA Platform enables you to aggregate your transactions and assets from your banks and asset managers, in-house trading, unlisted and private equity, real estate, as well as assets of passion and philanthropic engagements.
Whether you are managing just your own family or are a set up of a group of families or friends, FA Solutions can automate numerous time consuming routines and simplify analysis, reporting and accounting so you can focus on managing the 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 customer typically considers 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 data from external mandates for tracking, comparing and 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 Unbearable Ease of Running a Family OfficeSeptember 7, 2017The purpose of a family office is to manage and protect the wealth of the family. This is not always a simple task to fulfil, ... Read More
FA 2.5 brings improved Investment Analytics, Private Equity management and User AuthenticationJune 21, 2017As a product company, our development team is working hard to develop our investment management system FA Platform even further. Traditionally a portfolio management system ... Read More
The growth of Islamic Finance – how to stay ahead of the competition?June 8, 2017Islamic banking, Sharia compliant investing, and Islamic fund management are growing globally. Total assets of Islamic finance are about $2 trillion in the global market ... Read More
FA Solutions seeking for growth in AsiaJune 1, 2017Globally the digitalisation of financial industry is continuing strong, and especially in Asia, Singapore participates the transformation by building its infrastructure in the favour of ... Read More
FA Solutions signs multiple new customers during the first half of 2017May 24, 2017FA Solutions continues to strengthen its position in the Nordics, Europe and Middle East. So far, during this first half of 2017 FA Solutions have ... Read More
Managing Discretionary Mandates with Model StrategiesMay 18, 2017Discretionary Asset Management generates benefits for investors by giving them an access to experienced and specialised Portfolio Managers, and provides a possibility for tailor made ... 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.