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.
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.
Automate the time-consuming, cumbersome aspects of corporate action management.
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
Asset manager, what is your unique mix of customer interaction?February 22, 2018It is not far-fetched to compare customer relationships in asset management into rocket science, as we did somewhat a week ago in our recent breakfast ... Read More
Every asset manager needs a digital customer experienceFebruary 15, 2018Digitalization seems to be transforming businesses across every industry. It is an actively discussed topic around the world and widely included in the strategies of ... Read More
FA 2.6 is here with the brand new market price integration, better cost breakdown functionality and other featuresFebruary 7, 2018We are thrilled to announce the latest version FA 2.6! The year started with a challenging twist when the new MiFID II and MiFIR regulations ... Read More
Halal Robo-Advisor – an impossible mission or an ignored jackpot?November 29, 2017Many processes have already been automated, thanks to technology, and now Robo-Advisors are gaining ground at the expense of their human counterparts. Will flesh-and-blood financial ... Read More
FA User Summit 2017 exceeded our expectationsNovember 24, 2017The very first FA User Summit 2017 exceeded our expectations, and we want to thank everyone who participated and made their own contribution to the ... Read More
Asset Management and the new VAT in the Gulf regionNovember 9, 2017The beginning of 2018 brings a new Value Added Tax legislation in the Persian Gulf region, and one of the many industries affected will be ... 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.