How Does the FA Platform Enhance your Portfolio Management?

Faster time to market
with multi-asset class support

The FA Platform handles a wide variety of asset types including both public and private markets. With most wealth managers diversifying into less traditional assets, it is imperative that the core technology back-bone of your business does not limit you to enter into new markets or asset types.

Synchronised Positions in real- time across your entire business

The FA Platform is a real-time Investment Book of Record (IBOR). Being transaction based, the FA Platform ensures all your positions, cash, analytics and reporting are updated in real-time.

In addition, daily positions and
cash reconciliations with third parties, alongside corporate actions processing ensure your portfolios are accurate and up to date.

Automated Portfolio Management

Portfolio Management is seamless within the FA Platform, from applying strategic and tactical asset allocation strategies and defining benchmarks to automated rebalancing against model portfolios and investment plans.

In addition, the embedded compliance engine ensures you stay within your investment guidelines prior to your orders reaching the trade desk.

Transparency and Control over your decision-making process

Wealth managers have a real-time view of positions and cash within the FA Platform, including visibility of all orders sent to the market and their settlement process.

In addition, sophisticated analytics and a full look-through into the underlying exposures of investments allow for increased transparency and control of your portfolios.