Case Study: Index Varainhoito automates operations and FSA reporting with FA Solutions

Index Helsinki chooses FA Solutions as a technology partner to automate operations and governance reporting to FSA

Index Varainhoito (Index Helsinki) is Finland’s only asset management company focused on index investing. During COVID-19, the firm needed to reorganize operations for remote work, maintain uninterrupted daily processes, and meet increasingly demanding local FSA governance and reporting requirements. To support this, it selected FA Solutions and its cloud-based portfolio management platform.

FA Solutions implemented a tailored reporting feature that consolidates the data required for local FSA reporting and connects with other systems, such as custodian banks, to automate workflows. The result was a more efficient, centralized operating model with significantly reduced manual work, improved reporting capability, and greater flexibility to work from anywhere.

Index Varainhoito

Marjut Kaste

Administrative Director