Strategic allocation across entire wealth without borders

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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

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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 …

Another successful FA User Summit

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Our second annual User Summit 2018 took place last week in Stockholm. We want to thank everyone who participated and made their own contribution to …

Are you doing SRI decisions on behalf of your clients?

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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?

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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 …

FA User Summit 2017 exceeded our expectations

Anna Goeva Articles, Events Leave a Comment

The very first FA User Summit 2017 exceeded our expectations, and we want to thank everyone who participated and made their own contribution to the …

Asset Management and the new VAT in the Gulf region

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The beginning of 2018 brings a new Value Added Tax legislation in the Persian Gulf region, and one of the many industries affected will be …

FA Solutions is globally renowned as Trusted Asset Management Solution Provider

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FA Solutions is being recognized in The 10 Most Trusted Asset & Wealth Management Solution Providers 2017 by the globally distributed Insights Success magazine. You …