+
+

Related Products

  • FundCount
    11 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • Multiview ERP
    281 Ratings
    Visit Website
  • AccountEdge
    94 Ratings
    Visit Website
  • Sage Intacct
    6,699 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • Qomon
    33 Ratings
    Visit Website
  • Sharesight
    409 Ratings
    Visit Website
  • phoenixNAP
    4 Ratings
    Visit Website
  • CXT Software
    58 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset Managers, Wealth Managers, Fund Managers, Private Banks, Family Offices, Independent Financial Advisors

Audience

Investment Management solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Inquire to learn more
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FA Solutions
Founded: 1999
Finland
www.fasolutions.com

Company Information

Seraf
Founded: 2013
United States
seraf-investor.com

Alternatives

Prospero

Prospero

FINARTIS

Alternatives

FundCount

FundCount

FundCount Americas
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Bloomberg Terminal
Morningstar

Integrations

Bloomberg Terminal
Morningstar
Claim FA Solutions and update features and information
Claim FA Solutions and update features and information
Claim Seraf and update features and information
Claim Seraf and update features and information