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.
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
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
FA Platform automates reporting to authorities, customers, and other stakeholders
Apply your models to your portfolios efficiently with FA’s intelligent rebalancing logic
Quick and efficient customer onboarding with secure KYC
FA allows you to automate the monitoring of both external and internal requirements from company-level rules to portfolio-specific restrictions
Let customers view and analyse their portfolios, holdings, and transactions whenever they want
Request a free demonstration
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|
|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|
|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|