How Does the FA Platform Ensure an Unbeatable and Flexible Client Experience?

Real-Time Engagement & Self-Service Portals

The need for a digital experience is ever-growing, with on-demand access a priority for customers.

FA Solutions digital client portal provides an unbeatable immediacy of information, with the ability to build custom user experiences, integrate real-time reporting, offer self-investment tools and more.

Complete Experience

Completeness is key, and having a streamlined process in place across all areas of your business is paramount.

The FA Platform provide a complete front-to-back solution within one platform, integrated with sophisticated onboarding and a digital client portal experience. Open architecture and APIs allow for effortless integration and interoperability within your organisation's ecosystem.

Keeping up with Diverse Investment Preferences

Access to newer and more diverse investment types is becoming a prerequisite for many customers.

The FA Platform provides wealth managers support for both public and private markets, including digital and physical assets and customer-specific mandates and ensures you have the right tools to offer clients flexibility.

Faster, Simplified Onboarding

Customers want a modern onboarding process, where all information can be captured efficiently and with ease.

FA’s Solutions seamless onboarding solution, integrated with custom workflows and KYC/AML checks, allows customers to create their investment profile, define their investment strategy and capture all key information with ease.