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Plans

Overview

FA Platform is made available via four different plans:

  • Activate

  • Automate

  • Accelerate

  • Advance

The following tables indicate availability of a feature: (tick) = included, (blue star) = optional, (error) = not available

Features and Functionalities

For more details, see Product.

Applications

Activate

Automate

Accelerate

Advance

FA Back

(tick)
(tick)
(tick)
(tick)

FA Client Portal

(error)
(tick)
(tick)
(tick)

FA Front

(error)
(tick)
(tick)
(tick)

FA Fund Management

(error)
(tick)
(tick)
(tick)

FA Admin Console

(error)
(tick)
(tick)
(tick)

FA Developer

(tick)
(tick)
(tick)
(tick)

FA Monitoring

(error)
(tick)
(tick)
(tick)

For more details, see Applications.

Note

FA Developer application is used for building and managing custom extensions for the FA Platform. The availability of certain types of custom extensions depends on your plan, and therefore certain features in the FA Developer application will be limited accordingly. For more information on customizability, refer to the Customizability section below.

Features

Standard Features

Activate

Automate

Accelerate

Advance

Portfolio management

(tick)
(tick)
(tick)
(tick)

Fund management

(error)
(tick)
(tick)
(tick)

Corporate Actions

(tick)
(tick)
(tick)
(tick)

Analytics

(tick)
(tick)
(tick)
(tick)

Compliance - Investment Restrictions

(tick)
(tick)
(tick)
(tick)

Compliance - Regulatory

(tick)
(tick)
(tick)
(tick)

Model Portfolio Management

(tick)
(tick)
(tick)
(tick)

Trade Order Management

(tick)
(tick)
(tick)
(tick)

Fee Management

(tick)
(tick)
(tick)
(tick)

Accounting

(tick)
(tick)
(tick)
(tick)

Payments

(tick)
(tick)
(tick)
(tick)

Settlements

(tick)
(tick)
(tick)
(tick)

Data Aggregation

(tick)
(tick)
(tick)
(tick)

Reconciliation

(tick)
(tick)
(tick)
(tick)

Communications

(tick)
(tick)
(tick)
(tick)

Reporting

(tick)
(tick)
(tick)
(tick)

Task Management

(tick)
(tick)
(tick)
(tick)

Document management

(tick)
(tick)
(tick)
(tick)

Access for advisors

(error)
(tick)
(tick)
(tick)

Access for customers

(error)
(tick)
(tick)
(tick)

Administration

(error)
(tick)
(tick)
(tick)

Authentication

(tick)
(tick)
(tick)
(tick)

APIs

(error)
(tick)
(tick)
(tick)

Miscellaneous

(tick)
(tick)
(tick)
(tick)

For more details, see Standard features.

Authority Reporting

There are selected authority reports available in all plans. For more information, please refer to the product description.

For more details, see Authority reporting.

Connections to Third Party Services

FA Platform includes a set of standard connectors providing connectivity to the selected third-party services. In most cases, this requires FA Platform users to have a separate direct agreement with the 3rd party and directly pay the 3rd party fees. M2 and Signicat services are provided through FA agreements and FA will charge customers separately for these services.

Activate

Automate

Accelerate

Advance

Bank and custody connectors

(M2 has an extra fee)

(tick)
(blue star)
(tick)
(blue star)
(tick)
(blue star)
(tick)
(blue star)

Market data connectors

(tick)
(tick)
(tick)
(tick)

Trading connectors

(error)
(tick)
(tick)
(tick)

Office 365 Calendar and Email Sync

(error)
(tick)
(tick)
(tick)

PEP and sanction checks

(error)
(tick)
(tick)
(tick)

Signicat digital identification and signing

(extra Signicat cost)

(error)
(blue star)
(blue star)
(blue star)

For more details, which services are supported, see Connectors to 3rd party services.

Customizability

Activate

Automate

Accelerate

Advance

Views/dashboards - Additional customized views / dashboards

(tick)
(tick)
(tick)
(tick)

Rules - rule configurations by filling in standard "decision table" templates

(tick)
(tick)
(tick)
(tick)

Integrations - Integrate external applications against FA standard APIs

(error)
(tick)
(tick)
(tick)

Integrations - Custom reader formats / mappings

(error)
(tick)
(tick)
(tick)

Integrations - Simple custom integrations via camel routes

(error)
(error)
(tick)
(tick)

Integrations - Customized integrations based on custom queries and query API

(error)
(tick)
(tick)
(tick)

Integrations - Customized integrations based on custom queries and query monitoring

(error)
(error)
(tick)
(tick)

Queries - Access to queries view & building your own queries

(error)
(tick)
(tick)
(tick)

Custom profiles

(tick)
(tick)
(tick)
(tick)

Reports - Customized reports (JSReport)

(tick)
(tick)
(tick)
(tick)

Reports - Customized reports (query-based, saved view-based)

(error)
(tick)
(tick)
(tick)

Rules - Create new custom rules with decision tables

(error)
(error)
(tick)
(tick)

Analytics formulas - Creating own analytics formulas (script-based)

(tick)
(tick)
(tick)
(tick)

Fee formulas - Customized fee formulas

(tick)
(tick)
(tick)
(tick)

Processes - Customized processes (flowable modeller)

(error)
(error)
(tick)
(tick)

FA Front - Customized FA Front views

(error)
(tick)
(tick)
(tick)

Widgets - Customized widgets

(error)
(error)
(error)
(tick)

Other - Other customized camels, processes, rules, scripts etc. deployed via AppStore/Administration

(error)
(error)
(error)
(tick)

For more details, see Customizability.

Support

Support

Activate

Automate

Accelerate

Advance

Self Service Support

(tick)
(tick)
(tick)
(tick)

Standard Support

(tick)
(tick)
(tick)
(tick)

Consultative Support

(error)
(error)
(tick)
(tick)

Developer support

(error)
(error)
(error)
(tick)

For more details, see Support.

SLA

Activate

Automate

Accelerate

Advance

First Response / first resolutions times

Only first response time

Only first response time

Only first response time

First response / first resolution times

  • Urgent

4hrs

2hrs

1hr

1hr / 8hrs

  • High

16hrs

8hrs

4hrs

4hrs / 16hrs

  • Normal

32hrs

16hrs

8hrs

8hrs / 32hrs

  • Low

64hrs

32hrs

16hrs

16hrs

Reporting

Annual

Semi-annual

Semi-annual

Quarterly

Customer Service Manager with Service Management meetings

Annual per request

Annual

Semi-annual

Quarterly

Guaranteed up-time

95%

97%

99%

99.9%

Service level credits

(tick)
(tick)
(tick)
(tick)

For more details, see Support.

Business continuity and security

Activate

Automate

Accelerate

Advance

Deployment

Shared

Isolated

Isolated HA

Dedicated / Customized

Backups

(retention)

(tick)

(7 days)

(tick)

(7 days)

(tick)

(7 days)

(tick)

(7-30 days)

IP Limitation

(blue star)
(blue star)
(blue star)
(blue star)

Geo-disaster recovery

(error)
(error)
(tick)
(tick)

Encryption

(data in transit, data at rest)

(tick)
(tick)
(tick)
(tick)

Encryption

(sensitive data in DB)

(error)
(error)
(blue star)
(blue star)

Identity brokering (SSO) / User federation

(error)
(blue star)
(blue star)
(blue star)

Test environment

(additional fee applied to an optional test environment)

(error)
(blue star)
(tick)
(tick)

Additional test environments

(additional fee applied to an optional test environment)

(error)
(error)
(blue star)
(blue star)

Document Storage

Capacity limit

25 GB included

50 GB included

200 GB included

500 GB included

For more details, see Business continuity and security.

Compliance

Activate

Automate

Accelerate

Advance

GDPR compliant

(tick)
(tick)
(tick)
(tick)

ISO-27001 compliant

(tick)
(tick)
(tick)
(tick)

ISAE3402 Type 2 Assurance report (SOC1)

(error)
(error)
(tick)
(tick)

Annual security audit report

(error)
(error)
(tick)
(tick)

Customised security audit

(error)
(error)
(error)
(tick)

For more details, see Compliance.