Why and How to Enhance the Governance & Oversight of your Wealth Management Business?

Enhance Governance & Oversight of your Wealth Management Firm with the FA Platform

With continuous regulatory and market changes, now more than ever before, Wealth Managers are having to invest in clear governance and oversight across their organisation. Having a holistic view is imperative and plays a vital part in the everyday management and overall health of an organisation.

The FA Platform has been built on the fundamental understanding that wealth managers need to be supported by one core investment operating system, with one database, to understand the complete picture of their investments any point in time.

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.