# FA Solutions Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FA Solutions Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/145333/FA-Solutions/reviews --- # FA Solutions Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) FA Solutions ## What is FA Solutions? With FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. ## What is FA Solutions used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €850 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FA Solutions?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.fasolutions.com/&name=FA Solutions) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FA Solutions 5.0 (2) VS. [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting Price €850 Per Feature, Per Month Starting Price $3000 Per Feature, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.7 (251) Value For Money 5.0 (1) Value For Money 4.8 (241) Customer Service 5.0 (2) Customer Service 4.9 (247) ## FA Solutions alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients FA Solutions 21 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and trade contracts to transact in tangible goods at a certain price in the future Track and report regulatory data to either internal management or external stakeholders Import and export data to and from software applications Track collected or paid charges for services performed or access granted Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Basic €850.00 Per Feature,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GM Godknows M. founder-ceo Investment Management ### "FA Solutions" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2019 investment management and advisory Pros i have investment management at heart it suits my career and dream Cons its not popular in my country it requires a lot of supervision Reasons for choosing FA Solutions it offers better quality Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RW Robert W. Partner ### "Best in class " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 September 3, 2015 Web-based and user friendly portfolio management solution with many add-ons Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)