FA Solutions

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Finland HQFounded 2019

Deployment

Web-based

Best for

SmallMedium

Overview

About FA Solutions

FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally. FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. FA Platform is a modern, web-based software platform for investment management. It allows companies to have everything in a single system from back, middle, and front office to end clients.

With FA Platform you can manage your business anytime, in any place, and with any device. The transaction-based, multi-currency platform is highly configurable for different business and regional needs.

At a glance

Software information

Industries served, licensing and the support FA Solutions provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based
  • Free version

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Whitepapers
Languages (1)
English
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Capabilities

FA Solutions features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management Software

  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Technical Analysis
  • Watchlists

Plans

FA Solutions pricing

Free Version
Yes
Payment Frequency
Quote Based
Preferred Currency
EUR (€)

Media

Screenshots & video