Name: FA Solutions
Price: 850 USD
Author: FA Solutions

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

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Priority Matrix

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Document Locator

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FA Solutions is an investment management platform designed to cater to companies of various sizes, from small boutique firms to large global institutions. This solution is tailored for asset managers, wealth managers, investment managers, family offices, and pension funds.

## Key Features

**Portfolio Management**: Manage all of your assets in one platform, consolidating assets from various levels and dimensions. Track positions and cash in real-time to aid decision-making on your portfolio. Aggregate all positions and cash to provide a holistic view of your portfolio.

**Fund Management**: Streamline workflows for managing multiple fund portfolios and share classes. Calculate and process NAVs, and maintain shareholder registries. Create and manage fee structures for funds. Generate fund reporting.

**Client Portal**: Provide end clients with immediate online access to their investments. Offer a secure authentication process for client access. Customize the client portal to match your branding. Enable clients to view their portfolio, returns, and reports.

**Compliance**: Perform pre and post-trade compliance checks to ensure adherence to regulations and mandates. Monitor and manage compliance with external and internal requirements. Stay in line with regulatory frameworks and client-specific requirements. Generate compliance reports and audit trails.

**Rebalancing**: Manage model portfolios and client-specific investment plans. Rebalance portfolios to realign investments with desired allocations. Automate the rebalancing process based on predefined rules. Track and analyze the performance of rebalanced portfolios.

**Reconciliation**: Reconcile investment data with multiple banks and custodians. Identify and resolve irregularities through exception reporting. Automate reconciliation workflows to streamline operations. Maintain a full audit trail of reconciliation activities.

**Corporate Actions**: Record and manage corporate actions within the platform. Calculate the impact of corporate actions on portfolios. Automate corporate action processing to reduce manual errors. Generate reports on corporate actions and their effects.

**Fee Management**: Simplify portfolio-level fee management with automated calculations. Handle multiple fee types, such as management fees and performance fees. Track and calculate fees based on predefined fee structures. Generate fee reports for transparency and billing purposes.

**Trade Order Management**: Manage the entire lifecycle of a trade in an integrated and compliant manner. Raise and process trade orders within the platform. Monitor trade order status and settlements. Integrate with external trading platforms and brokers.

**Integrations & APIs**: Import and export data automatically through various APIs. Connect and integrate with other management tools and systems. Enable seamless data transfers and automated processes. Integrate with market data providers, trading venues, and custodian banks.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

FA Solutions

Investment Portfolio Management

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Investment Portfolio Management Software

FA Solutions

Overview

What is FA Solutions?

Key Features