middle and back office for your Robo-Advisory business.

We at FA Solutions have the knowledge and experience of various robo-advisory projects. We can provide a full service solution including SEPA payments and Direct Debits, accounting in different formats, MiFID II mapping of clients, 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-advisory 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.

Moreover we offer always the latest release of software which enables you to be the most competitive on the market. Fast and easy access to accurate and reliable data gives you a platform to deliver exceptional client service.

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

Just leave your email address to find out how we could help you.



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

Content labeled for Robo-Advisory

Go to blog »

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.