FA Solutions Offer Fundamental Features for the Optimal Customer Experience
Customer Management
Manage the full customer life cycle seamlessly in one solution, from digital client onboarding, relationship and investment management to a digital client portal. One solution provides you with a single source of truth across your entire business.
Portfolio Management
Manage your customers complete portfolio across all asset classes in one platform, providing you transparency and aiding your decision making process. Review your positions and cash in real time, alongside tracking all on-going orders and settlements.
Compliance
Flexible pre and post trade compliance checks, applicable across various stages of the customer journey, provide effective monitoring of portfolios. This allows you to stay in control of mandates with ease and effectively keep track of and resolve breeches.
Onboarding
A smooth, streamlined digital onboarding experience, with custom workflows and KYC/AML checks tailored to your business, allows for fast and efficient data capture of all key information required.
Reporting
An array of out of the box reports provides customers with a detailed insight into their entire portfolio. The ability to send via email or upload directly to the client portal provides additional flexibility and mitigates the risk of stale data.
Client Portal
An on-demand, real-time digital client portal provides end customers with an accurate view of their portfolio without delay. White labeling and custom integrations allow for tailoring to meet your business needs.
