Assure Wealth vs FA Solutions Comparison

You are looking for alternatives to Assure Wealth. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Assure Wealth

Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

FA Solutions

Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

Employees

11-50

Revenue

$2.5 million

Founded

2014

Ownership

Key staff also have ownership
Clients are also owners

Incorporated

Denmark

Locations

Nivå

Top 5 Markets

Denmark
Norway
Sweden
Switzerland
United Kingdom

Total AUM

$20 billion

Avg. AUM per client

$160 million

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.

The company is led by Juha Lehtonen, Founder & CEO.

Client

Focus

Individual wealth owners

Serves also

Single-family offices
Multi-family offices

Number of clients:

50 UHNWI
3 SFO
10 foundations

Product

Main tasks

Accounting
Consolidated reporting
Data aggregation
Risk management
Impact/ESG reporting

Top features

Overview
Flexible wealth reports
Independence
Full risk picture
Follow-up on performance
Integration to accounting systems

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

GDPR

Whitelabel

Technology

Type Of Software

Serviced software

Security

Two-factor login
Secure emails

Ecosystem

VITEC

Integrations

Accounting systems
DW-solutions

Mobile App

Simple solutions for complex times.

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Assure Wealth vs FA Solutions Comparison

You are looking for alternatives to Assure Wealth. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Assure Wealth

Category

Data Aggregation

FA Solutions

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number of clients:

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

Assure Wealth vs FA Solutions Comparison

You are looking for alternatives to Assure Wealth. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Assure Wealth

Category

Data Aggregation

FA Solutions

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number of clients:

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.