Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Backbase built the AI-native Banking OS. It turns fragmented banking operations into a Unified Frontline across digital channels and back-office operations. Digital Banking creates the interface; Agentic Banking resolves the work. The Banking OS powers both. Agentic Banking moves customer and employee intent into governed action and resolution. Conversational Banking moves interactions from intent to resolution across chat and voice channels. Banks can modernize progressively above existing systems without rip-and-replace. The result is a stronger customer experience and sharper operational execution.
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
Integrations
Alacriti
Yes
Apiax
Yes
Bloomberg Terminal
No
Euronovate
Yes
Fastfill
Yes
IDmission
Yes
Morningstar
No
Ravio
Yes
SavvyMoney
Yes
Shake
Yes
Integrations
Alacriti
No
Apiax
No
Bloomberg Terminal
Yes
Euronovate
No
Fastfill
No
IDmission
No
Morningstar
Yes
Ravio
No
SavvyMoney
No
Shake
No
Pricing Details
No price information available.
Free Trial
Yes
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.
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
Backbase
Founded
2003
Country
Netherlands
Website
www.backbase.com
Vendor Details
Company Name
FA Solutions
Founded
1999
Country
Finland
Website
www.fasolutions.com
Product Features
Mobile Banking
Bill Payment
No
Biometric
No
Cash Management
No
Chat / Messaging
Yes
Cross Selling Functionality
No
Digital Wallet
No
P2P Payments
Yes
Remote Deposit
Yes
SMS Banking
No
Transaction Monitoring
No
Voice Banking
No
Online Banking
Brokerage
No
Cash Management
Yes
Chat / Messaging
Yes
Credit Card Management
Yes
Electronic Statements
No
Fraud Detection
No
Loan Management
Yes
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
No
Transaction Monitoring
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