Software for

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

We provide you with MiFID II compliant client onboarding and CRM designed for the financial industry to assist in fulfilling regulatory requirements.

Online Access for Your Customers

Let your customers view and analyse their investments whenever they want and wherever they are with secure authentication.

Portfolio Management

Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.

Top things to know:
1 Manage products, sales process and activities
2 Online and mobile access
3 View client situation and report on demand whenever & wherever
4 Integrated sales process with the set of MiFiD rules
5 Track and manage client interactions and related metrics
6 Create new client accounts and portfolios
7 Integrated sales and activity reporting
8 Get an overview of client interactions
9 Single sign on (SSO)
More features:
1 Integrated CRM module with client and investor data
2 Real time position, transaction and performance information
3 Performance analytics
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
We offer:
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

Content labeled for Sales & Top 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.