News Events About us FA Arena Contact Support Careers FEATURES PLANS BLOG INSIGHTS REQUEST A DEMO FA PLATFORM FOR FRONT OFFICE Boost your Front Office to provide a superb customer experience We deliver FA Platform for Front Office as an integrated enterprise solution or as a stand-alone platform. With us, you get automated Front Office workflows and task management with a real-time position and transaction view. The solution reduces your operational risk, allows efficient generation of strategies, and supports multiple investment processes, strategies, asset classes, and management tasks – everything on a single platform. Our platform is the central analysis and decision-support platform that is designed especially for portfolio managers covering a wide range of asset classes and instrument types. FA Platform includes intuitive position analysis and investment-simulation capabilities with relevant risk and performance metrics. Our integrated Client Management functionality is designed for the financial industry and enables you to view essential parameters and metrics such as client details, tax rules, client transactions, and bank account information. You will also get a portfolio overview, an overview of performance measurement figures, and compliance limit exposure. The solution is fully integrated with Trade Order management and all other features. Top features for Front Office Portfolio Management Handle any kinds of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system. Model Portfolios and Rebalancing Apply your models to your portfolios efficiently with FA’s intelligent rebalancing logic. Transactions and Trade Orders Manage an entire life cycle of a trade in an integrated, compliant, and transparent way. Customer Onboarding and CRM We provide you with MiFID II-compliant client onboarding, KYC, CRM designed for the financial industry, and secure online access to portfolio data for your end customers. Online Access for Your Customers Let your customers view and analyse their investments whenever they want and wherever they are with secure authentication. Accurate Investment Analysis Get a comprehensive overview of your customer's investments and analyse their portfolios from different angles. "FA Platform has increased the opportunities for investment advisors to make the most precise proposals possible." TOMMI ELOMAA, LOCALTAPIOLA PRIVATE Why choose FA Solutions? We work closely with you to find the best solution for your business. We make your business always accessible with every device. With us, you will have an Investment Management platform that grows with you. We support you during the deployment and over the years to come. You will have access to our expert consultants, training, and online support. With us, you will always have the latest release of the software. Included in the price. Client stories CIGP CIGP chooses FA to consolidate global wealth management operations Taaleri A technology partner to further democratize impact investment offering Kommuninvest Debt and assets combined into a single platform See all references » Front Office in our blog A U.S. based life insurance company chose FA Solutions OCTOBER 27, 2021 We are pleased to announce that we have signed our first United States-based client. The client is a life insuranceContinue reading » FA Solutions recognised in Fintech Global WealthTech 100 for two years running MAY 5, 2020 Customize columns in FA 3.5 to sharpen your investment analysis MARCH 25, 2020 The newest version of the FA Platform, FA 3.5, contains several important improvements and features that we trust you willContinue reading » See all blog posts » Request a free demo Name* First Last Email* Phone* Company* Country* Choose an option Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo, Democratic Republic of the Congo, Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czech Republic Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini (Swaziland) Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Korea Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Réunion Saint Barthélemy Saint Helena Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia South Korea South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Islands Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Vietnam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands How did you find us? 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