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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

5POINT AG is an information technology firm that focuses on the digital transformation of service-oriented businesses. Their proprietary ERP software, known as project facts, enables businesses to digitize, enhance, and integrate all their operations seamlessly. Key features of project facts encompass project management, time tracking, invoicing, customer relationship management, alongside personnel and quality oversight. Additionally, their social collaboration tool, team space, serves as an excellent platform for various teams to collaborate and share ideas effectively. Established in 1999, 5POINT AG has grown to support over 50,000 users globally, with operational bases in Darmstadt and Lindau. Beyond merely providing software, the company offers comprehensive support to clients during implementation, delivers customized adjustments, and assists in maximizing the benefits of digitalization. Their extensive experience from numerous digitization endeavors allows them to offer insightful guidance to clients, ensuring they navigate the complexities of the digital landscape successfully. This commitment to customer success is what sets 5POINT AG apart in the competitive IT industry.

Description

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bloomberg Terminal No 
Morningstar No 

Integrations

Bloomberg Terminal Yes 
Morningstar Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Inquire to learn more
We offer our platform as a service, so clients pay a monthly license fee.

While our competitors price their Portfolio Management solutions proportional to Assets Under Management (AUM) of the client, making the more successful clients pay a much higher fee, FA Solutions has a plans-based pricing policy where depending on your company's business scale and service level requirements, we offer a plan that fits your business needs the best.

Another strength of our business model is that the client gets a single fixed price for their solution including all the features in the selected plan- so they can easily project the costs for years to come.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

5 POINT AG

Country

Germany

Website

www.5point.de

Vendor Details

Company Name

FA Solutions

Founded

1999

Country

Finland

Website

www.fasolutions.com

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Product Features

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management No 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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