Sales & Top Management
Take your business to the next level with FA
FA Solutions is your “one stop shop” for replacing multiple software platforms with a single software platform to run your business with. Whether you’re an equity-based local advisor or a full-scale enterprise with global, multi-asset-class portfolios with complex PE-instruments, we offer a solution to suit your needs and business processes.
With our solution, your advisors can easily provide accurate, MiFID II compliant investment advice and find the best solution for the client while everything is recorded and reported as required by the regulation. Additionally, sales managers can easily manage products and sales priorities as well as review up-to-date information about sales activities within sales teams.
Handle any kinds of asset types and multi-dimensional portfolio hierarchies in one real-time, transaction-based portfolio management system, which provides you a solid base for your Investment Book of Records (IBOR). We support you in running your business as required by the regulations in the financial industry, such as MiFID II: gathering background information (e.g. KYC, AML, PEP), providing investment advice and product information (incl. PRIIPs, KID), managing customer relations, delivering proposals, closing deals, managing portfolios, generating trade orders and communicating with trading venues, reporting automatically and on demand, recording audit trails, and so forth.
With FA Platform you can easily automate cumbersome and laborious processes, such as regulatory reporting (FATCA, CRS, MIFIR, etc.), data aggregation from external sources (APIs, SWIFT), corporate action management, and accurate fee calculations. To harmonise customer service and enhance usability, our solution supports a multi-channel approach on desktop, mobile or tablet. Our software solution also includes flexible APIs to integrate to other tools used as well as secure communication and authentication models.
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Top Features for Sales & Top Management
Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what Sales & Top Management typically considers important for them.
Customer Onboarding and CRM
Our solution supports regulatory compliant client onboarding, CRM designed for the financial industry, and secure online access for your end customers.
Online Access for Your Customers
Let your customers view and analyse their investments whenever they want and wherever they are with secure authentication.
Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.
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.