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
Go back to Assure Wealth
Assure Wealth

Assure Wealth

Category
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.

Read more
FASolutions, family office software, portfolio management software, consolidated reporting software

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.

Read more
Company
Employees

  • 11-50

Revenue

  • $2.5 million

Founded

  • 2014

Ownership

 

  • Key staff also have ownership
  • Clients are also owners

 

Incorporated

  • Denmark

Locations

  • Denmark

Top 5 Markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

Total AUM

  • $14 bn

Avg. AUM per client

  • $160 million


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
Focus

  • Individual Wealth Owners (UHNWIs)

Serves also

  • Single-Family Offices
  • Multi-Family Offices

Number of clients:

  • 50 UHNWI
  • 3 SFO
  • 10 foundations


Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks


70

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

Yes


  • 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
Type Of Software

  • Serviced Software

Security

  • Two-factor login
  • Secure emails

Ecosystem

  • VITEC

Integrations

  • Accounting systems
  • DW-solutions

Mobile App

Yes


SaaS


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail


  • Microsoft
  • Google
  • Java


  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure


Yes

Simple solutions for complex times.