Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing

FA Solutions

Investment and wealth management platform covering portfolio management, rebalancing, reporting and compliance.

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Overview

FA Solutions provides an investment and wealth management software platform for asset and wealth managers, banks and family offices. It covers portfolio management and rebalancing along with trading, reporting, risk and compliance across multiple asset classes.

The platform is designed to be configurable and integrate with external data sources, helping firms manage the full investment process in one system.

Key Features

+ Portfolio management and rebalancing
+ Trading and order management
+ Performance and client reporting
+ Risk and compliance monitoring
+ Multi-asset-class coverage
+ Configurable, integrable platform

Integrations

Open APIREST APICustodians

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