Our mission is to simplify the complex world of Investment Management through the application of market-leading technology solutions.
FA Solutions offers a complete front to back solution, within one platform providing a streamlined and superior experience for your customer. The complete life-cycle of the customer journey is with you, within one platform. From initial onboarding, to the continual management and rebalancing of their portfolios, to the growth and achievement of their financial goals and real-time visibility of their complete portfolio on the integrated digital client portal.