FA as a portfolio management system
“Our aim is to help clients manage and preserve their wealth. Therefore it is crucial for us to have a clear understanding of each client’s financial situation and to know the different investment alternatives out there. We offer our clients as much time as they need, and use the best tools and easy-to-understand consolidated reporting to help them to gain a clear picture of their overall financial situation” says Christian Borgström, founding partner at JAM Advisors Ltd.
“When JAM Advisors was established we had a need to find both a modern software and a reliable IT-partner to support current and future needs. FA Solutions fulfilled these needs. With FA we have a comprehensive setup with automated processes from trade orders to reporting. FA Platform is the perfect portfolio management tool for JAM”, says Christian.
JAM Advisors Ltd is a wealth management company based in Helsinki and regulated by the Finnish Financial Supervision Authority. JAM helps clients make well founded investment decisions by providing them with the right tools, support and easy to understand reporting.