Taaleri and FA Solutions Partner to Grow Impact Investments

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    Stockholm (NordSIP) – Taaleri has chosen FA Solutions, a Helsinki-based cloud portfolio management solution provider, as their technology partner for its Wealth Management business segment.

    Taaleri manages €7.1 billion in assets and has over 5,500 wealth management customers in Finland. The new partnership is driven by Taaleri’s push to expand its competitive advantage by offering impact investment opportunities to a range of smaller socially-conscious investors. “The bulk of impact investing is done by institutional investors, but we’ve identified a significant increase in demand for impact investments from smaller players that want to make a difference in the world,” says Karri Haaparinne (Pictured), Deputy CEO of Taaleri Group.

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    “Complying with industry regulations and providing full transparency becomes increasingly difficult with more product offerings. In order to offer a larger range of alternative investment products, fully automating our business processes was a must. Implementing the FA Platform was the best option for us because now we can effectively and easily build our portfolio for the future. Their proactive way of understanding our business processes and agile implementation was the right choice to satisfy our existing clients and offer new products for new potential customers,” Haaparinne adds.

    FA Solutions is a Nordic provider of software for wealth and fund managers, family offices, and banks. The company offers a cloud-based portfolio management solution that automates and centralises a wide range of operational processes into a single platform. “We are proud that Taaleri chose us as their technology partner to enable alternative investment opportunities in an increasingly competitive market where investors are more aware they must think about the planet. While companies are having to contain costs across processes, competitive impact investments also require a new level of transparency and reporting,” says Hannes Helenius, Chairman of the Board at FA Solutions.

    According to Helenius, the FA Solutions platform offers its clients automation services for shareholder registry, regulatory reporting, various portfolio structures with different fee calculations and alternative instrument management. “It was a great opportunity to work with Taalari’s modern complex business processes to help them facilitate more and faster types of alternative impact investments to their clients,” Helenius told NordSIP.

    Discussing FA Solutions’ competitive edge, Helenius emphasised the company’s ability to deploy tailor-made solutions to a wide range of clients. “We are the biggest software-as-a-service provider for wealth managers by number of customers in the Nordic market. All our resources are focused on ensuring that our FA Platform is the best solution in the market. Our scale allows us to easily develop our product daily with multiple teams catering to the needs of Tier1 global firms, such as DnB in Norway,” the Chairman said.

    “In banking and asset management innovation is key. We have to develop our offering every day. Just last week, we launched a new advanced analytical functionality, which clients can use to calculate ESG ratings for funds, clients’ portfolios, or model portfolios,” Helenius says. “Working with Taaleri’s business process experts to implement the FA Platform has made us an even stronger partner for all customers seeking to offer alternative investments to a wider market.”

    Image courtesy of FA Solutions

    Filipe Albuquerque
    Filipe Albuquerque
    Filipe is an economist with 8 years of experience in macroeconomic and financial analysis for the Economist Intelligence Unit, the UN World Institute for Development Economic Research, the Stockholm School of Economics and the School of Oriental and African Studies. Filipe holds a MSc in European Political Economy from the LSE and a MSc in Economics from the University of London, where he currently is a PhD candidate.
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