Software for

Robo-Advisors

middle and back office for your Robo-Advice business.


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.

Request a free demo


 


Top Features for Robo Advisors

Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Multi Family Office customer typically considers important for them.

Portfolio Management

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


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.


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


Model Portfolio Management

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


Compliance

Automate the time-consuming, cumbersome aspects of corporate action management.


Automated Messaging

Connect to custodians and banks to automatically generate, send, track, and receive messages such as payments and settlements.


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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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.