At FPA, we specialize in helping Investment Advisory firms maximize their investment in technology, not by spending more on the latest cutting edge technology, but by strategically investing in proven business-enhancing solutions designed for your industry and proven to maximize profit. We know advisors live and die by their ability to access timely, accurate, and secure data. Having an IT partner intimately familiar with advisor operations from top to bottom is critical in making this happen. FPA is committed to being this partner; we provide early morning support, schedule critical network and system upgrades for off hours so network downtime is kept to a minimum, understand the implications of pricing, trading, billing, and confidentiality, work closely with audit partners to meet all SEC and compliance requirements in the IT area, and develop custom programs and reports to help provide that critical data that clients and firm management need to achieve success. When you have an industry expert by your side, your organization can skip the costly trial and error phase that ordinarily accompanies growth or reorganization.
We are your eyes and ears in the industry. When it comes to any and all IT issues, we're there to serve as your trusted advisor. From Need Assessment to installation to customization, we not only have a grasp on which technology will be the right fit for your organizational model, but understand your business needs and can help you meet objectives, thus allowing you to refocus on your core business. We can provide tools and strategies to help alleviate some of the biggest issues currently on the Investment Advisor’s mind. From software that monitors your firm’s compliance, to the implementation of tools that have you back up and running productively after a disaster, we’re here to make sure you can concentrate on what is truly important - investing for your clients.
Download our investment advisor services brochure, and find out how we can help you manage and grow your business.
Systems Integration
FPA has experience configuring Windows servers, workstations, and related network connectivity to run various Portfolio Management systems. We have the know-how to optimize the configuration of the workstations to install and configure the specific software (Axys, Moxy, Qube, etc.), and to configure the server to specifications of investment advisor applications (Advent, Schwab, etc.). Our understanding of the business flow within the Portfolio Management office enables us to better serve our clients. We understand the inner workings of trade-blotters, audit trails, and Custodial Interfaces. We also know how to configure 3rd party software to properly integrate with the Portfolio Management system.
Information Services
We keep up with the latest trends in the industry. We have experience integrating the following 3rd party platforms:
- Bloomberg
- Bridge
- ILX
- Instinet
- EDGAR Online
- Frank Russell
- PC Quote
- Valueline
- Morningstar
- Zacks
- Multex
- First Call
In addition, we have experience installing, configuring, and supporting Custodial Interfaces such as:
- Bear Stearns
- Imperial Trust
- Schwablink
Custom Programming & Reporting
FPA has experience developing custom solutions based on the information provided by some of the various Financial Information Services. We have created extensive MS-Excel spreadsheets with live data links connecting to the Bloomberg, ILX, and Bridge Information Services. These sheets have given our clients the ability to extend the information these services provide in the following ways:
- Ability to track 30 day moving averages
- Custom Advance and Decline Reports based on the client's own universe of holdings
- Creation of many custom reports within Axys such as:
- Custom Billing Schedules
- Average Weighted Yield-to-Worst Reports
- Advanced Broker Commission Reports
- Year End Cash Ledgers
- Advanced Security Cross References
For more information about this, please see our Axys Custom Reporting Services section. We have created custom solutions integrating information from Axys as well as other sources. Some of these systems include the following:
- Investment Advisor Portfolio Database
- Cash Accounting System
- Client / Real Estate Tracking System
- IPO Secondary Database
- QuickBooks
More Information