Access for clients

Allow your clients to access their investments online - you can allow your clients to access their investments online, and see the information about their portfolios you want to show them. Each client can access their own portfolios, and you can allow your clients to access investments of other parties they represent. For example, you can allow a client to see his company's or children's investments.

Provide access with desktop and mobile devices - FA Client Front provides you with a responsive layout, allowing your clients to access their investments both with a desktop and mobile browser.

Authenticate your users with strong authentication methods - you can extend your FA Client Front with Signicat Digital Identity and Signing module to require your users to authenticate themselves every time they log in.

Build the layout and content of your FA Client Front - you can build the layout of your FA Client Front with pre-made widgets to show the data you want your clients to see. You can build a navigation for your clients to browse through different screens, and build the content of each screen through selecting, arranging and configuring the available widgets. For example, you can set up a front page for an investment overview, and other pages for your clients to view and analyze their investments more thoroughly.

Manage client access through roles - you can categorize your clients into segments through roles, and provide a different layout for different kinds of clients. For example, you can choose to show more detailed analysis to only certain types of clients.

Create a theme that matches your company's brand - you can also build a theme that matches your company's look and feel, allowing your FA Client Front to match your company's brand. You can select the logo, and modify the styles, fonts and colours to achieve the desired look and feel.

Provide access in different languages - you can provide access for your clients in English, Finnish, Swedish and Norwegian (limited translation support to other languages). You can translate your content to the supported languages, and mark your clients with their preferred language.

Show investment data in a table - you can show certain data, such as positions, transactions, securities and analytical figures in a table, allowing your clients to view, sort and filter detailed data. You can define which columns you want to show your data with, and define hierarchies for your data.

Visualize data with charts - you can visualize your client's investment through different kinds of charts, such as pie chart, timeline chart or bubble chart. For example, you can visualize allocation, performance, market value or analytical figures. You can define which data to visualize, what levels to show, and for what time period. In addition, drill-down charts provide interactivity for your clients.

Show documents and reports - you can allow your clients to browse through and download documents that have been stored for them, and generate selected reports for time periods of your choice.

Show contact and portfolio details - you can show details stored under your client or your client's portfolios with a layout of your choice. For example, you can show the account or address details stored for your client for them to review the information, or you can let your client know about the know-your-client (KYC) answers they have provided.

Show and visualize custom data - in addition, you can show customized content in your FA Client Front through defining your content with HTML and/or JavaScript. You can also fetch data with a custom query, and show the results of your query as a table, text, or visualize the results of the query as a chart.

Show positions with delayed real-time prices - you can extend your FA Client Front through showing your clients' positions' market value with real time pricing through the Market Data Connector module.

Create deposits and withdrawals - you can allow you clients to enter deposits into their portfolios and request withdrawals from their portfolios. Deposits and withdrawals are validated for example for allowed minimums and maximums and sufficient account balances.

Create buys, sells and switches - you can allow your clients to create a buy or sell trade order against a security they have selected. Your clients can initiate buys or sells against their current positions, or search for securities from a security list you provide them with. You can allow your clients to record orders with units or percentage of current position, and the orders are validated for example for sufficient units and cash, and not exceeding the defined minimums. Trade Order Management module allows you to take forward the trade orders your clients create.

Switch holdings in one instrument to another - in addition to buying and selling, you can allow your clients to switch an instrument they hold to another, when the system generates linked buy and sell orders to carry out the switch.

Modify their investment plan - you can allow your clients to maintain their investment plan themselves. Your clients can add an instrument to their investment plan from a security listing, and modify the content and weights of their current investment plan.

Define monthly savings and withdrawals - you can allow your clients to set up a monthly deposit or withdrawal scheme. Your clients can select the amount they want to deposit or withdraw monthly, which data of the month they want to deposit or withdraw, and which months the schedule should be applied to. Your client can also select to invest deposits according to their investment plan. Payments module allows you to take forward the payments your clients schedule.

Set up custom self-onboarding for your clients- you can set up a custom self-onboarding for your clients, allowing your clients to onboard themselves. Self-onboarding can consist of different steps - for example, after your client first arrives to FA Client Front, your client authenticates themselves through the Signicat Digital Identity and Signing module, fills in their basic information and answers your profiling and know-your-client (KYC) questions, after which the system saves the relevant data for your client to gain access to your FA Client Front.

Send documents for your clients to approve - you can upload documents for your clients to approve in FA Client Front when they log in. Your clients can view a list of pending approvals, and approve the documents you've sent to them. This allows you to for example distribute new terms and conditions for your clients to review and approve. You can extend document approval with electronic document signing available in the Signicat Digital Identity and Signing module.