Registered Investment Advisors

Vertical Market Expertise
FPA has been acting as the trusted advisor providing computer support and related technology services for Registered Investment Advisors for over 25 years.  We know investment advisors live and die by their ability to access timely, accurate, and secure information within their computer systems. Having an IT Service Provider who is intimately familiar with the operations of your specific business from top to bottom is critical to making this happen and FPA is committed to being this partner.

We Help You Be SEC & FINRA Compliant

We understand the operational considerations of running an RIA. FPA provides early morning support when the market first opens. We schedule critical network and system upgrades for off hours so network downtime is kept to a minimum. We understand the implications of pricing, trading, billing, confidentiality and compliance working closely with audit partners to meet SEC and FINRA compliance requirements. We have developed custom programs and reports (both within Portfolio Management systems such as Advent's Axys as well as externally) to help provide that critical information that our Investment Advisor clients need.

Check Out Our Services For Investment Advisors!

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Information Services

We keep up with the latest trends in the industry.  We have years of experience working with the following 3rd party platforms:

  • Bloomberg
  • Bridge
  • ILX
  • Instinet
  • EDGAR Online
  • Morningstar
  • Valueline
  • Zacks
  • Multex
  • First Call

In addition, we have years of experience installing, configuring, and supporting Custodial Interfaces such as:

  • Bear Stearns
  • Imperial Trust
  • Schwablink

Contact FPA

FPA has specialized in working with Investment Advisors in the LA area for 15+ years. Contact us and we can walk through how we can help and review any questions you may have.

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