Software for

Robo-Advisors

solution from end customers to back office.


Customer Onboarding and CRM

We provide you with MiFID II compliant client onboarding, CRM designed for the financial industry, and secure online access for your end customers.

Portfolio Management

Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system. Apply your model strategies to your portfolios efficiently with FA’s intelligent rebalancing logic.

Order Management and Trading

Manage an entire life cycle of a trade in an integrated, compliant, and transparent way. Send orders to your preferred broker, and monitor the status and execution information in real time.

One-stop-shop for setting up your Robo Advisor



FA Solutions is your “one stop shop” for replacing multiple software platforms with a single, automated software platform for running your Robo Advice.

We at FA Solutions have the knowledge and experience of various robo-advice projects. We can provide a full service solution including SEPA payments and Direct Debits, accounting in different formats, MiFID II mapping of clients, flexible APIs, Model Portfolio Management, and Trade Order and Settlement instructions, to name just a few of functions required.

With our top modern yet comprehensive solutions, our robo-advice clients can focus on their core business idea; algorithms for selecting model portfolios, mapping client requirements, and the user interface. We will take care of the rest, with as high level of automation as possible.


Top features for Robo Advisors



Effortless Integrations

FA Platform connects to all your relevant third parties, such as banks, custodians, market data providers and trading venues for automated information flow

Risk Profiling & Investment Planning

Map the client’s experience, risk appetite and investment horizon, and create matching proposals

Deposits and Withdrawals

Enable customers to easily deposit and withdraw money to their account

Automated Reporting

FA Platform automates reporting to authorities, customers, and other stakeholders


Intelligent Rebalancing

Apply your models to your portfolios efficiently with FA’s intelligent rebalancing logic

Customer Onboarding

Quick and efficient customer onboarding with secure KYC

Compliance Monitoring

FA allows you to automate the monitoring of both external and internal requirements from company-level rules to portfolio-specific restrictions

Investment Analytics

Let customers view and analyse their portfolios, holdings, and transactions whenever they want

 

Request a free demonstration


 

 

Customer Cases

Top things to know:
Multi asset class, multi-currency, multi product types software
MiFID II mapping of clients
SEPA payments and Direct Debits
Cost and fee calculation models
Trade order management
Model portfolio management and rebalancing functionality
Customizable and automated client reporting and benchmarking the portfolios
Audit trail and support for compliance
Custodian, DMA and market data integration
Accounting in different formats
More features:
Integrated CRM module with client and investor data
Real time position, transaction and performance information
Advanced performance measurement and tools
Dashboards for summary data at a glance
Advanced query and search capabilities
Business intelligence reporting capabilities
Automated reconciliation of trade information, settlement data, transactions and positions
GIPS-compliant composite reporting and maintenance
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

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