Strategic allocation across entire wealth without borders

Anna Goeva Articles Leave a Comment

There are plenty of portfolio managers and investors struggling within the same issue globally: asset consolidation. When the number of custodians, brokers and other asset …

FA Solutions partners with Codemate to serve South-East Asia

Elena Lundaeva Articles, Partners Leave a Comment

FA Solutions has witnessed more and more demand for modern asset management software in the Asia Pacific region during the past few years. We are …

Are you doing SRI decisions on behalf of your clients?

Anna Goeva Articles Leave a Comment

Assets are growing heavily in SRI (Socially Responsible Investment) category. People are getting more and more aware of the responsibility that they are bearing while …

The importance of a secured Investment Management Software for Family Offices in the Gulf region

Anna Goeva Articles Leave a Comment

Family offices in the Gulf region are facing multiple obstacles from different points of view: economic, political, regulatory, taxation, but also cyber-security threats. Family offices …

FA Platform – an integrated experience from back and front office to end clients

Anna Goeva Articles Leave a Comment

There is plenty of talk on being ‘customer-focused.’ And it’s almost certainly become one of those buzzwords you likely have grown tired of hearing. It’s …

Asset manager, what is your unique mix of customer interaction?

webmaster fasolutions.com Articles Leave a Comment

It 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 …

Every asset manager needs a digital customer experience

Anna Goeva Articles Leave a Comment

Digitalization seems to be transforming businesses across every industry. It is an actively discussed topic around the world and widely included in the strategies of …

Redefining Robo Advice – The latest Robo trends in Europe

webmaster fasolutions.com Articles Leave a Comment

Back in February I attended the Robo-Investing 2017 conference in London. The event gathered industry specialists worldwide from start-ups to established banks to discuss digital …

Robo Advisory morning in Stockholm

webmaster fasolutions.com Articles, Company News, Events Leave a Comment

Last Tuesday we held a breakfast seminar on Robo Advisory and trading automation in Stockholm with 60 participants. We received great interest in the event …

How do you impact the world around you?

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We are currently assumed to be in the 5th era of giving in the history of mankind, and some argue that it is the positive …

Millennials setting the rules of financial advisory – Time to take Robo Advisory seriously?

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