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
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
FCG FonderAugust 7, 2015“We're able to minimise manual reporting and calculation work with FA.” - Ken Söhrman, FCG Fonder
Content labeled for Back Office
Can cryptocurrencies be Sharia-compliant?April 24, 2018Recent studies published by Sharia scholars and advisors have come to the conclusion that Bitcoin, among other cryptocurrencies, can be considered as a sharia-compliant investment ... Read More
Importing in the FA PlatformApril 18, 2018There is no excerpt because this is a protected post.
FA 2.6 is here with the brand new market price integration, better cost breakdown functionality and other featuresFebruary 7, 2018We are thrilled to announce the latest version FA 2.6! The year started with a challenging twist when the new MiFID II and MiFIR regulations ... Read More
FA Solutions welcomes multiple new customersJanuary 11, 2018FA Solutions continues to strengthen its position in the Nordics. We have welcomed multiple new customers and projects during the new year. In the latter ... Read More
Halal Robo-Advisor – an impossible mission or an ignored jackpot?November 29, 2017Many processes have already been automated, thanks to technology, and now Robo-Advisors are gaining ground at the expense of their human counterparts. Will flesh-and-blood financial ... Read More
FA User Summit 2017 exceeded our expectationsNovember 24, 2017The very first FA User Summit 2017 exceeded our expectations, and we want to thank everyone who participated and made their own contribution to the ... 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.