Get technology leverage for your business growth
Successful investment companies aren't just managing portfolios – they're using technology to create competitive advantages.
We have been cooperating with clients for a long time
If you are reading this, then you are probably dealing with at least one of these:
3 critical challenges that erode your profitability
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Manual Operations Hell
High volumes of repetitive manual work lead to costly errors, compliance risks, and an inability to scale operations efficiently.
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Data Fragmentation
When client information, trading data, and portfolio analytics live in disconnected systems and spreadsheets, brokers lose the ability to identify and act on revenue opportunities.
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Legacy Technology Constraints
Outdated systems create barriers to innovation, blocking modern API integrations, preventing real-time data access, and making it nearly impossible to launch new revenue streams.
We know what you’re facing because we’ve successfully solved all these challenges at once before.
Case study: Big-bang launch with €640K revenue
Our client – a major Central European broker – with 65+ advisors and €72M+ annual investment flow.
They faced all 3 challenges. They decided to replace scattered spreadsheets and disconnected
systems with one unified ecosystem – a new single source of truth. And the results?
€640K
|
+10%
|
5.7
|
3
|
Annual RevenueUplift from increased trade volume and efficiency. |
Conversion RateIncrease through better targeting in advisor cockpit. |
FTE SavedBack-office capacity freed via automation. |
Years ROIComplete return on investment for comprehensive system replacement. |
How the unified ecosystem works
An end-to-end technology solution that automates back-office, ensures compliance, arms brokers with data to close more deals and meets investors highest expectations from digital experience.
Advisor Portal
Broker cockpit for targeted client engagement.
Smart Targeting Capabilities
No more manual spreadsheet analysis or guesswork – the system surfaces actionable insights automatically.
Workflow Automation
The system creates follow-up reminders, triggers next-best-action recommendations, and streamlines the entire sales process from initial contact to closed deal.
Actionable CRM Integration
Every interaction is tracked, creating a complete relationship history that enables personalized service and strategic follow-up.
Advisor portal isn’t just another CRM – it’s a client-centric intelligence system that provides a comprehensive 360° view, enabling brokers to identify the right client for the right offer at exactly the right moment.
Client Portal
Self-service interface for portfolio management.
Thorough Portfolio Overview
Clients see exactly how their investments perform, building confidence and transparency in the relationship.
Enterprise-Grade Security
Multi-factor authentication, role-based access controls, and comprehensive audit trails provide peace of mind for both clients and compliance teams.
Enterprise-Grade Security
Built on Keycloak identity management, the platform ensures client data protection meets the highest security standards.
Client portal delivers “private bank” level sophistication while maintaining intuitive usability that encourage s adoption and engagement.
Core Platform
Powerful back-office automation.
Powered by FA Solutions’ headless core system, enabling seamless integration, flexible digital experiences, and efficient investment management operations.
Full Automation
Automated reconciliation, fee calculations, and bookkeeping eliminate manual errors and free back-office capacity for strategic work.
Compliance Ready
Built-in DORA, GDPR, and regulatory reporting capabilities ensure continuous compliance without manual intervention.
Market Connectivity
Market Gate integration with exchanges and data providers including Bloomberg and Morningstar ensures real-time data accuracy.
Core handles the entire investment lifecycle – from trade execution through settlement, reconciliation, and regulatory reporting. This is where automation delivers the most dramatic efficiency gains and risk reduction.
In a nutshell
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Challenge
Are you, as an investment firm, grappling with siloed data and manual back-office tasks, leading to significant inefficiencies and increased compliance risks?
This traditional, fragmented approach might be hindering your agility and limiting your brokers’ ability to act effectively.
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Solution
Our end-to-end technology solution streamlines operations by integrating disparate systems, automating administrative tasks, and building robust frameworks for regulatory compliance.
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Impact
We can transform you into an efficient investment company where:
- back-office automation frees up valuable resources,
- compliance is seamlessly embedded into workflows,
- brokers are empowered with real-time data,
- and advanced tools help close more deals.
First official FA Solutions Implementation Partner globally
MoroSystems is the first official implementation partner for FA Solutions worldwide.
We help investment firms implement FA Solutions’ headless core platform and integrate it seamlessly with client portals, broker tools, back-office workflows, and surrounding systems.
For scaling investment players, this means faster delivery, lower implementation risk, and a trusted technology partner who understands both financial operations and modern digital ecosystems.
Ready to scale on FA Solutions?
Why you will enjoy working with us
Jiří Grummich
CTO
Heike Fortströer
Procurement Director
Sylke Maringer
Operational Excellence Director
Tibor Vilček
Senior Director
The key to the best solution is our 150 great people
“I am the CTO of MoroSystems, with strong expertise in payment and transaction systems and in delivering technology solutions for financial institutions and fintechs. In my work, I combine technical depth, leadership, and a strong understanding of customer needs to create IT solutions that address real business challenges and are enjoyable for users.”
“I am a senior consultant with over 20 years of experience delivering high-value-added software solutions. My primary focus is on the financial sector (BFSI). I am passionate about innovative technologies such as blockchain and artificial intelligence. I help companies get the most out of their IT systems.”
“At MoroSystems, I specialize in analyzing the needs of clients in the financial institutions sector and designing processes and solutions that reflect those needs. I place great importance on understanding those needs accurately and thoroughly. Only then can we develop useful solutions that address them.”
“I am a solutions architect with a strong technical foundation, an understanding of the broader context of solutions, and a business perspective. My main area of expertise is payment solutions. I have experience with the analysis, design, integration, and certification of payment systems on terminals and in cloud environments, with knowledge of EMV and ISO 8583 protocols and PCI DSS, SSF, and ISO 27000 standards.”
“With over 25 years of experience in sales in the technology and financial industry, I drive business development, strategic relationships, and market growth for MoroSystems within the investment, financial, and technology sectors. My focus is on building trust, strengthening our market presence, and demonstrating how MoroSystems delivers reliable and innovative technology solutions.”
“I drive international business growth for MoroSystems by spearheading strategic partnerships and expanding our market presence across the DACH region and the Balkans. With a primary focus on the financial services sector and key technology markets, I actively engage with decision-makers to uncover high-value opportunities.”
“As Business Development Director at MoroSystems, I establish strategic relationships with C-level executives and Board members across the technology and financial services landscapes. By leveraging targeted direct engagement and professional networking, I open doors to key decision-makers within leading investment & technology firms.”
“I base my business dealings on mutual respect and a down-to-earth approach. I believe this is the only way to build working relationships. That’s why I strive to communicate in a friendly manner that focuses on the real needs of our business partners.”
“At MoroSystems, I take care of key customers and help them design digital solutions that reflect their real needs as well as their strategic goals. I build on strong relationships, the ability to understand each customer’s environment, and leading my team in delivering IT solutions that create real impact.”
“I am responsible for delivering comprehensive IT solutions to financial institutions and fintech companies. I believe that well-established collaboration, transparency, an agile approach, risk management, and a focus on business objectives are the foundation of every successful project.”
“Thanks to my practical experience with backend and frontend development, DevOps, team leadership, and solution architecture, I have a deep understanding of the project lifecycle. I apply this knowledge when delivering comprehensive solutions to clients in the financial and telecommunications sectors.”
“I believe that one should only do what he enjoys and what makes sense to him. At our company, we strive to create an environment where we feel good about ourselves, we build it on the values we recognize and we do it so it is fun to work together.”
“I have always believed that a team is more than an individual, that promises are to be fulfilled, commitment and the will to stand out distinguish successful from unsuccessful and long-term relationships based on trust are beneficial for both sides.”
“I’ve been working in IT for over twenty years. At MoroSystems, I manage key talent—senior developers, software architects, and team leaders. I’m responsible for overseeing every aspect of their careers, from recruitment and development to performance evaluations and offboarding. Together with them, I contribute to the company’s technological development.”
“My goal is to ensure that MoroSystems employees enjoy their work at MoroSystems and that together we achieve exceptional results. I value open communication, feedback, professionalism, and collaboration. I lead by example and expect the same from others.”
“I have been working in IT for 11 years, of which I have been part of the MoroSystems team for over 7 years. As a developer, team leader and an architect I have participated in the implementation of several large transaction systems.”
“I lead development teams to ensure that customers receive the software they need. I focus on development efficiency and quality, DevOps, and, more recently, AI.”
