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FA Solutions Case Studies

  • FA Solutions delivers a new Discretionary Asset Management solution for Max Matthiessen

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  • Addepar
    Reference Rating
    4.7 / 5.0
    Customer References 95 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • QPLIX
    Reference Rating
    4.8 / 5.0
    Customer References 13 total
    About

    QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and …

  • Wethod
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Wethod is the collaborative and integrated project portfolio management software. It is a system that enables the simultaneous management of CRM, project management and financials providing insight about performance and …

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