Portfolio management solution provider FA Solutions has launched the FA Client Portal, a solution that allows its clients to build additional services and custom functionalities on top of FA Solution’s current FA Platform.
The FA Client Portal allows clients to access their investments, holdings, transactions, trade orders, and documents as well as giving them access to aggregated data from chosen portfolios.
FA Solutions provides a cloud-based portfolio management platform for wealth managers that automates and centralises operational processes and reporting into one system via multiple application programming interfaces.
Based in Helsinki and founded in 1999, FA Solutions now serves more than 70 major banks, independent asset managers and institutional investors in 15 different countries.
The firm currently has offices in Finland, Sweden, Latvia, the Netherlands, and the UK.
Hannes Helenius, head of marketing at FA Solutions, says: “Banks need to integrate services and different technologies easily and quickly. Open-sourcing our platform is a crucial step in helping our clients follow the rapidly evolving trend of digitalisation in banking by offering a faster time to market.
“A financial institution's long-term success and competitiveness will depend on its ability to be more flexible, responsive, and scalable.”
