FA Solutions

Most investment operations platforms force firms to stitch together separate tools for portfolio management, compliance, accounting, and client reporting. FA Solutions builds its entire offering around avoiding that architecture. The FA Platform is a single cloud-native system covering front-to-back investment operations, meaning data entered at the portfolio level flows through to accounting, fee management, reconciliation, and client-facing reporting without manual re-entry or system switching.

For wealth managers and asset managers evaluating the platform, the functional scope is broad:

• Portfolio management, rebalancing, and trade order management in one environment
• Automated corporate actions processing with mass transaction generation across thousands of portfolios
• Fee management, fund accounting, compliance monitoring, and reconciliation
• A client portal (FA Client Front) for end-client access to portfolio data
• Integrations with Bloomberg, Morningstar, SIX Group, UBS, and Calastone

The platform is structured around three tiered plans (Automate, Accelerate, Advance), with the higher tiers adding custom integrations, developer support, and advanced security audits. Pricing is not disclosed publicly and requires direct engagement. Clients include Zurich Invest AG, Alfred Berg, and Luminor Bank, with offices in Helsinki, Stockholm, London, and Riga. The platform holds ISO 27001 certification and offers an ISAE Type 2 assurance report at the Accelerate tier and above. Support is structured across three dedicated teams: customer support, customer success, and developer success.

FA Solutions suits regulated investment management businesses that want a single operational system rather than a best-of-breed stack. Firms expecting deep customization at entry-level pricing, or those requiring a named family office product with bespoke reporting out of the box, should clarify scope carefully before committing.