FA Solutions Offer Fundamental Features for the Optimal Operations 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.
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 easily control mandates and effectively keep track of and resolve breaches.
Reporting
An array of out-of-the-box reports provide customers with detailed insight into their entire portfolio. Alongside this, regulatory reports provide support to meet critical deadlines with confidence.
Reconciliation
Flexible integration options with multiple banks and custodians to reconcile your investment data and easily identify any irregularities. The FA Platform provides the ability to run automated workflows with exception reporting and full audit trails.
Trade Order Management
Effectively manage the entire life cycle of a trade from pre-trade analytics, order raising, compliance and connectivity to execution venues to settlements and reconciliations.
Corporate Actions
Automated corporate actions management reduces overall processing times and manual errors. This ensures portfolio positions and cash are constantly up to date.
