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FA Solutions

Category
Portfolio Management
HQ
Finland

FA Solutions is a product company offering FA Platform, a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

We solve the increasing complexity of the financial industry with our cloud-based FA Platform that covers business essentials for the Wealth Management industry. The FA Platform serves our clients’ needs from business processes and analytics all the way to reporting and an end client portal with mobile access. Our modularized Platform allows our clients to select the features they need now, while offering the functional coverage to grow as their business does.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

50-100

Founded

1999

Ownership
  • Owned by management
  • Key staff also have ownership
Incorporated

Finland

Locations
  • London
  • Helsinki
  • Stockholm
  • Riga
Top 5 Markets
  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom
Total AUM

$+100B

Avg. AUM per client

$500M-5B

Clients

Facts about the clients

Focus

Multi-Family Offices

Serves also
  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks
Number

70

References

Luminor
Alfred Berg
Max Matthiessen
Höegh Capital Partners
Wictor Family Office
UMO Capital

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    What FA Solutions`s clients say

    "By using an agile, cloud-based provider, we can rely on them to keep watch on new industry developments and to reduce the cost it takes to implement the changes. We can just focus on providing good service to our clients.”

    Helge S. Arnesen

    CEO, Alfred Berg

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    Main tasks
    • Accounting
    • Consolidated Reporting
    • CRM
    • Governance
    • Compliance (e.g. AML, KYC, regulatory reporting)
    • Portfolio Management
    • Trading (orders only)
    • Data Aggregation
    • Risk Management
    • Impact/ESG Reporting
    Top features
    • Portfolio & Trade order management
    • Analytics
    • Compliance
    • Corporate actions
    • Fee management
    • Reconciliation
    • FA Client Front
    • Reporting
    • Accounting
    • Client Management
    Assets supported
    • Bankable assets
    • Private equity
    • Real estate
    • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
    Compliance
    • MiFID II
    • GDPR
    • AIFMD
    • UCITS
    Whitelabel

    Yes

    DOWNLOAD DETAILED FEATURE LIST
    Technology

    Look under the hood

    Type Of Software

    SaaS

    Security
    • Layers approach
    • Two-factor authentication ISO Certified hosting partners
    • SSL encryption
    • 3rd party annual penetration test audit trail
    Ecosystem
    • Microsoft
    • Google
    • Java
    Integrations
    • MS Office
    • M2 wealth
    • Various custody connections
    • Bloomberg
    • MorningStar
    • Nasdaq
    • Calastone
    • Azure
    Mobile App

    Yes

    Reporting-specific features

    They handle reporting like this

    Type of data

    Transaction level

    Accuracy
    • Standard connections for market data providers, trading platforms, and custodians
    • Digital data sources, avoiding human error
    • SFTP/FTP integrations  API integrations
    • FIX protocol messages
    • SWIFT messages
    • Daily reconciliation on both cash and positions from multiple custodians at once
    • GIPS compliant analytic calculations Notifications for key missing data
    Custodians

    80+

    Time to new custodian

    2-3 days

    Multi-currency
    • Det multiple base currencies
    • Separate holding level gain/loss from currency gain/loss, based on holding/position data
    • Based on transaction data
    Pricing & Co

    Learn about the commercials

    Cost structure
    • Seat based
    • Feature based

    Support & Services

    Learn what support and services you can expect

    Support options

    General contact mail or phone, Dedicated contact, In person on site support

    Pricing of support

    Free support, Based on SLA

    Onboarding

    1 month for smaller clients
    2-3 months mid-size clients
    4-6 months big clients

    Customisation

    We provide various configurations within our modules, for example different kind of transaction types and asset classes.

    Bespoke development

    Our certified partners can provide bespoke development on top of FA Platform.

    Added services

    Data entry, Software development

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    Simple solutions for complex times.
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