d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
FA Solutions
Cloud front-to-back portfolio management platform for wealth managers, asset managers and banks
Helsinki, FIfasolutions.comNot yet confirmed by the company
What it does
FA Solutions is a Helsinki-based software company that sells the FA Platform, a cloud portfolio management system used by wealth managers, asset managers, banks and institutional investors, mainly in the Nordics and wider Europe.
The platform keeps front, middle and back office data in a single database. It covers client onboarding and relationship management, portfolio management across public and private markets including capital calls and distributions for alternatives, real-time aggregation of positions and cash, order and settlement tracking, accounting, consolidated reporting, risk and ESG/impact reporting. A white-label client portal, released as open source in 2022, lets end clients view holdings, transactions, orders and documents, and open APIs connect market data providers, trading venues and custody banks.
FA Solutions is headquartered in Helsinki, Finland. It sells three plans (Automate, Accelerate, Advance) that differ by support level, customisation and integrations, with pricing on request.
Best for
- Serves
- Asset managers, Banks and trust companies
Features
- Single-database front-to-back portfolio management
- Public and private market asset support
- Capital call and distribution handling
- Consolidated and ESG/impact reporting
- White-label client portal
- Digital client onboarding
- Open APIs to market data and custody banks
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
Full coverage recordNo stories about FA Solutions yet.
Follow FA Solutions to get our reporting on it as it is published.
Other Portfolio management vendors
All alternatives to FA Solutions
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices