With us you increase the automation of back office operations
We enable you to automate previously laborous, manual processes by providing scalable and flexible state-of-art functionality and processes. With the help of our task and workflow management you avoid spiraling operational work and costs. We deliver you simply more room for your growth.
With us you get more out of your business: You have the control of cash positions by optimising the use of assets, you can streamline your settlement process, simplify the post trade process, and you have efficient transaction and position based investment accounting. Moreover – you have a single platform from front office to back office.
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Top Features for Back Office
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Middle Office users typically consider important for them.
Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
Reports for customers, authorities and stakeholders can be generated with a single click or fully automatically.
Automate the time-consuming, cumbersome aspects of corporate action management.
Automate transaction aggregation and reconciliation processes against selected third parties.
Integrate pre- and post-trade compliance seamlessly into your workflows.
Automatically generate, send, track, and receive settlement messages.
Automatically generate, send, track, and receive payment messages.
Transform your transaction data automatically into accounting entries, which can then be directly exported to your accounting system.
Top things to know:
|1||Improved productivity with full transparency of positions and streamlined workflows|
|2||A clear overview of all positions and transactions|
|3||Full automation of settlements|
|4||Connections to bank accounts|
|5||On-demand and automated reporting solutions|
|6||Scalability with easy accommodation of new funds and higher transaction volumes|
|7||Audit trail features in user interface|
|8||Integrated workflow and task management to help your BO process|
|1||Integrated CRM module with client and investor data|
|2||Real time position, transaction and performance information|
|4||Dashboards for summary data at a glance|
|5||Advanced query and search capabilities|
|6||Business intelligence reporting capabilities|
|7||Automated reconciliation of trade information, settlement data, transactions and positions|
|8||GIPS-compliant composite reporting and maintenance|
|9||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 Back Office
FCG FonderAugust 7, 2018“We're able to minimise manual reporting and calculation work with FA.” - Ken Söhrman, FCG Fonder
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
Content labeled for Back Office
All about the brand-new FA version 3.0November 8, 2018“This looks amazing!” … is the initial reaction of FA users when they log into the new FA 3.0 Platform. Olli Jahkola, a Product Manager ... Read More
Another successful FA User SummitNovember 2, 2018Our second annual User Summit 2018 took place last week in Stockholm. We want to thank everyone who participated and made their own contribution to ... Read More
Easing legacy bottlenecks: automating the back officeSeptember 25, 2018Article originally published in Bobsguide In the Back offices of banks and asset managers around the world there are multiple functional entities and processes, which ... Read More
Case FCG Fonder – FA Platform for a Fund HotelSeptember 4, 2018www.fcgfonder.se
FA Solutions selected as one of the top software solutions for Mutual Fund ManagementJune 26, 2018We are happy to announce that Bobsguide.com has selected our Portfolio Management Software, FA Platform, as one of the top software solutions for Mutual Fund ... 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
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.