sign inAssure 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
Category
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.
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FA Solutions
Category
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.
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50-100
-
1999
- Owned by management
- Key staff also have ownership
Finland
- London
- Helsinki
- Stockholm
- Riga
- Norway
- Singapore
- Switzerland
- United Arab Emirates
- United Kingdom
$+100B
$500M-5B
Client
Multi-Family Offices
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
70
Product
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
- Portfolio & Trade order management
- Analytics
- Compliance
- Corporate actions
- Fee management
- Reconciliation
- FA Client Front
- Reporting
- Accounting
- Client Management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- AIFMD
- UCITS
Yes
Technology
SaaS
- Layers approach
- Two-factor authentication ISO Certified hosting partners
- SSL encryption
- 3rd party annual penetration test audit trail
- Microsoft
- Java
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
Yes