News Events About us FA Arena Contact Support Careers FEATURES PLANS BLOG INSIGHTS REQUEST A DEMO FA PLATFORM FOR MIDDLE & BACK OFFICE Automate Back & Middle Office operations to grow efficiently With us and our single repository storing all transactions, financial figures, and benchmarks, you can utilize consistent and fully transparent data. You can automate your daily, weekly, or monthly corporate actions and reporting needs. Moreover, the fee and cost calculation is your tool to run the whole business, and it’s fully integrated into our platform. Our investment performance measurement tool frees you to spend more time adding value to the investment process and less on cleaning, calculating, aggregating, and verifying data. Top features for Middle & Back Office Fund management Streamline the workflows around managing multiple fund portfolios, reporting, calculating NAVs, and maintaining shareholder registries. Fee Calculations Simplify your portfolio-level fee management routines. Automatically and accurately perform calculations of multiple fee types. Automated Reporting Get a comprehensive overview of your customer's investments and analyse their portfolios from different angles. Corporate Actions Record corporate actions in the platform and it handles the calculations on affected portfolios. Settlements Generate settlement instructions in standard e-formats, easily track status, and streamline processes by connecting FA to your custodians. Compliance Keep up with regulatory reporting and uphold portfolio-specific restrictions. "With FA we have a comprehensive setup with automated processes from trade orders to reporting. FA Platform is the perfect portfolio management tool for JAM." CHRISTIAN BORGSTRÖM, FOUNDING PARTNER AT JAM ADVISORS LTD. Utilize built-in transparency and complete accessibility Our solution provides you with built-in transparency capabilities so you can drill back from any return to the market values and cash flows that underlie it. From this point, the tool enables you to access transaction data, as well as security data or market data in order to confirm all the inputs into the calculation. We give you a holistic return and performance calculation With us, you have a fully flexible investment structure to point the way to each and every investment strategy, portfolio, sub-portfolio, and ultimately to each and every holding. You can calculate returns and performance key ratios across the entire structure, per mandate, or aggregated across mandates. This makes your task of measuring performance at every decision-making step of the investment process all the easier. 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 Alfred Berg FA Solutions delivers a comprehensive platform solution to Alfred Berg See all references » Middle & Back 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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