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
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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.

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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.

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Company
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

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
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.