FA Solutions
One Platform for your entire Investment Management business.
Overview
FA Solutions provides a cloud-native, SaaS portfolio management system called the FA Platform. It is designed to support the entire investment management process on a single, transaction-based, multi-currency platform. The solution offers full front-to-back office functionality, aiming to improve productivity and reduce operational risk through automation. It serves asset managers, wealth managers, and family offices.
✨ Key Features
- Portfolio Management (IBOR)
- Fund Management
- Client Management & CRM
- Digital Client Portal
- Trade Order Management
- Reconciliation & Compliance
- Fee Management
- Reporting & Analytics
- Support for Public and Private Assets
🎯 Key Differentiators
- Cloud-native, SaaS architecture built on microservices.
- Single platform, single database for front-to-back office, ensuring a single source of truth.
- Open API architecture for flexible integration.
- Unrivalled asset class coverage, including public and private markets.
Unique Value: Delivers a truly modern, cloud-native, all-in-one platform for investment management, eliminating data silos and reducing operational risk with a single source of truth for all front-to-back office functions.
🎯 Use Cases (4)
✅ Best For
- Serves over 80 clients across multiple countries, primarily in the EMEA region.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual retail investors
- Large-scale institutional managers requiring deep, specialized legacy system integrations
🏆 Alternatives
Unlike many legacy systems that are monolithic and on-premise, FA Solutions provides an agile, scalable, and cost-effective SaaS solution with open APIs, allowing for greater flexibility and easier integration into a modern IT ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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