Satisfy your stakeholders with tailor made compliance processes
We enable you to create, modify, and classify compliance rules based on your needs, and also display and report the results of compliance checks. Your pre-trade and post-trade compliance processes are defined based on your needs with the help of our knowhow. For example, the rules for a Pension Fund are different than the rules for Banks, Asset Managers and Fund Managers. There is a growing pressure for all to have the right tools to control the business.
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Top things to know:
|1||Control the business processes|
|2||Meet the regulatory demands in Sales, reporting and mandate management|
|3||With us you’re the one to set the limits of your business|
|4||Have a full audit trail|
|5||Automated back ups without technical hassle|
|6||Full control of various access rights|
|7||On demand reporting and compliace controll|
|8||Online and mobile use of system|
|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|
FCG FonderAugust 7, 2018“We're able to minimise manual reporting and calculation work with FA.” - Ken Söhrman, FCG Fonder
Municipality Finance PlcNovember 21, 2017Monitoring and reporting the overall picture of our financial position is easier when the liabilities and assets are manageable in one system. In addition, we can make the city's financial management more transparent, which is particularly important for a public organization. – Kari Pentti, Financial Manager at City of Turku.
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
S-PankkiAugust 21, 2015"At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.” - Lilian Bergström, S-Pankki
Fondita Fund Management Company Ltd.August 5, 2015Fondita selected FA for fund administration and client management.
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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.