SWM thrives in stressful times with the help of FA Platform
One of the main upsides with using a modern SaaS solution to run your Wealth Management operations is keeping investment data safe while having continued access to your data wherever you are.
A good example of this came from our client SWM. The Danish Portfolio Management company, committed to quality service and customer satisfaction, was able to work fully remotely with FA - collaborating internally as well as serving customers 100% online, without physical meetings during the 2020 COVID-19 pandemic.
"The FA Platform worked 100% during this very stressful time and high volatility. This was really a stress test of the system and we were able to have full control over our portfolios and our fund NAV. Thank you to FA and your team."comments Peter Kubicki, CEO at SWM
Thanks to FA Platform and SWM's hardworking team, they were able to maintain the day-to-day running of the business and keep thriving when many other financial services providers with outdated systems were struggling and potentially risking the health of their employees that needed to come to the office to get access to the system.
SWM is a professional Portfolio Management company headquartered in Herning on Jutland. The firm was founded in 2009 by the Krogh Andersen brothers, and the business is based on over 25 years of experience in practical portfolio management. SWM has made solid returns even through the turbulent periods in world history. The company's experience and insight into the investment market have enabled them to develop a unique investment model used only by SWM - for the benefit of their clients' assets. SWM
