Point vs FA Solutions
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FA Solutions
Category
Portfolio Management
FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by managementย
- Key staff have ownershipย
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UKย
- Switzerlandย
- UAEย
- USA
Total AUM
–
Avg. AUM per client
–
The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.
The company is led by Juha Lehtonen, Founder & CEO.
Client
Focus
- Single-family offices,ย
- Multi-family offices,ย
- Private Banks,ย
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,ย ย
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
Product
Main Tasks
- Data Aggregationย
- Investment Book of Record (IBOR)ย
- Advanced Portfolio Analysisย
- Consolidated Total Wealth Client Reportingย
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliationย
- Independent Investment Book of Record (IBOR)ย
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currencyย
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Fundsย
- Private Equity & Direct Investmentsย
- Real Estateย
- Foreign Exchangeย
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azureย
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkitย
- Expersoft PM1ย
- Orcaย
- Moneyinfoย
- Investglass CRM
Mobile App
- Yes (via integration partner)