full-scale solution from end customers to back office.
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.
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.
Integrate pre- and post-trade compliance seamlessly into your workflows.
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|
|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|
Latest client stories
Municipality Finance PlcNovember 21, 2017Monitoring and reporting the overall picture of our financial position is easier when the liabilities and assets are manageable in one system. In addition, we can make the city's financial management more transparent, which is particularly important for a public organization. – Kari Pentti, Financial Manager at City of Turku.
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
Content labeled for Robo-Advisory
Efficiency from White-Labeling: New WealthTech is your asset going forwardJune 14, 2018In the digital world, when establishing new financial products and service lines, a short time-to-market is a competitive edge – it has always been, and ... Read More
Cryptocurrencies and blockchain should be as globally harmonised as they can be – Interview with Hannes HeleniusMay 23, 2018There should not be country specific legislation of cryptocurrencies or blockchain technology. Instead, this should be as globally harmonized as it can be. But cryptocurrencies ... Read More
FA Solutions selected by the European Union to participate in a business mission in Singapore and ThailandMay 16, 2018Around 50 ICT companies from across the EU are going to participate the EU Gateway Business Avenues program for Information & Communication Technologies in South ... Read More
New FA Version 2.8 is out – fetching real-time prices & improving portfolio management for Front OfficeMay 9, 2018The new FA version 2.8 has rolled out, and it’s time to have a closer look at what’s new. The most important new functionalities include ... Read More
Improving functionality of an asset management software with APIsMay 2, 2018Over the past decade, the financial industry has been undergoing massive changes from the regulatory and digital customer service sides, making financial institutions to rethink ... Read More
Can cryptocurrencies be Sharia-compliant?April 24, 2018Recent studies published by Sharia scholars and advisors have come to the conclusion that Bitcoin, among other cryptocurrencies, can be considered as a sharia-compliant investment ... Read More
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.