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Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Alternatives to FA Solutions
FA Solutions is a Helsinki-based software company that sells the FA Platform, a cloud portfolio management system used by wealth managers, asset managers, banks and institutional investors, mainly in the Nordics and wider Europe. The platform keeps front, middle and back office data in a single database. Read the FA Solutions profile.
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- RIAs
Portfolio managementCustom quote
Temenos
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- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
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- RIAs
- Family offices
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Portfolio managementCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
Portfolio managementCustom quote
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- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
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AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Avaloq
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- Banks and trust companies
- Asset managers
Portfolio managementCustom quote