Overview
FA Solutions
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.
Media
Core Features
Investment Management Features
  • 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 Features
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Watchlists
Pricing
Pricing Type
Contact Vendor
Free Version
Yes
Payment Frequency
Quote Based, Free
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Whitepapers