Case Study: Strategic Wealth Management achieves fully remote portfolio control during COVID-19 with FA Solutions' FA Platform

SWM ran 100% remotely with FA Solutions during COVID-19

Strategic Wealth Management (swm), a Danish portfolio management company, faced the challenge of maintaining full business operations and client service remotely during the 2020 COVID-19 pandemic. Their outdated systems required physical access, risking employee health. They turned to vendor FA Solutions and its FA Platform SaaS solution to overcome this.

The solution implemented by FA Solutions provided a modern, cloud-based system that ensured 100% uptime and remote access. This allowed swm to collaborate internally and serve clients entirely online without interruption, even during periods of high market volatility. According to their CEO, this gave them full control over portfolios and fund NAV, enabling them to thrive while other providers with legacy systems struggled. FA Solutions' platform was instrumental in their continued success.

Strategic Wealth Management (swm)