at Financial Technnology Year
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FA Platform
from FA Solutions
Portfolio management, client reporting, fee calculation, order management, and compliance monitoring. The reporting solution offers customizable templates, automated generation, and digital delivery.
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
FA Platform
Category:
Fund Accounting Systems
in:
Fund Operations
Software for calculating net asset values (NAVs), processing corporate actions, managing income distributions, and maintaining financial records for investment funds. These systems ensure accurate valuation of fund assets and liabilities.
FA Platform
Category:
Reconciliation Software
in:
Fund Operations
Tools that automate the comparison and matching of financial data from different sources (e.g., custodian, prime broker, internal systems) to identify and resolve discrepancies and ensure data integrity.
FA Platform
Publicly available data, summarised using AI.
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