FPA has been acting as the trusted advisor providing computer support and related technology services for Investment Advisors for well over 20 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.
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.
Download our Services for Investment Advisors brochure and find out how we can help you manage and grow your business. Some of the services we provide specifically to Investment Advisors include:
FPA has experience implementing 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.
Ongoing Support Services
FPA has invested heavily in our own infrastructure to provide proactive management, maintenance, and support that Investment Advisors require. Through our Network Operations Center (NOC) and dedicated in-house Helpdesk we provide enterprise level service to our Investment Advisor clients. Our approach to computer support services is relationship based - we focus on our Investment Advisor clients ensuring that support is fast, efficient, and effective getting them back to work asap.
We keep up with the latest trends in the industry. We have years of experience working with the following 3rd party platforms:
- EDGAR Online
- Frank Russell
- PC Quote
- First Call
In addition, we have years of experience installing, configuring, and supporting Custodial Interfaces such as:
- Bear Stearns
- Imperial Trust
Custom Programming & Reporting
FPA has developed custom solutions based on the information provided by some of the various Financial Institutional Services. In addition, we have also created complex worksheets 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