---
title: FA OS
---

<https://www.trustpal.co/fa-os#main-content>

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- [Home](https://www.trustpal.co)
- Who We Help 
    - [Succession Planner](https://www.trustpal.co/succession-planners)
    - [Professional Firms](https://www.trustpal.co/professional-firms)
    - [Financial Advisory Firms](https://www.trustpal.co/financial-advisory-firms)
    - [Financial Institutions](https://www.trustpal.co/financial-institutions)
- Solutions 
    - [TrustPal OS](https://www.trustpal.co/trustpal-os)
    - [DAAS](https://www.trustpal.co/daas)
    - [FA OS](https://www.trustpal.co/fa-os)
    - [AI Paraplanner](https://www.trustpal.co/ai-paraplanner)
    - [Project X](https://www.trustpal.co/project-x)
- [Dialogue](https://www.trustpal.co/trustpal-network-dialogue) 
    - [Malaysia Development Hub](https://www.trustpal.co/dialogue-malaysia) 
          - [Malaysia Registration Link](https://www.trustpal.co/my-registration-link)
    - [Singapore Regional Capability Hub](https://www.trustpal.co/dialogue-singapore)
    - [Vietnam Growth Hub](https://www.trustpal.co/dialogue-vietnam) 
          - [Vietnam Registration Link](https://www.trustpal.co/vn-registration-link)

[![\<span style="font-family: 'Trebuchet MS', Geneva, Tahoma, sans-serif;"\>\<strong\>Sign In\</strong\>\</span\>](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/243093163/interactive-254382287603.png)](https://www.trustpal.co/hs/cta/wi/redirect?encryptedPayload=AVxigLKX4VO6sulbHGaURwK%2B8g4OhRrCumCeHeJlGwQPHjWOE2yK%2B8gdRkz63j6vfUUAH3aGkjjEBO6AvaCc6YhPOHucdGNjwbVegOMDsD%2B%2BT8irZek2IOy7IT9d4tsApYS4V%2FaGlJePNWjzqM7eNGo4PoZEWvwb5sA9ovDq%2B3lfjGty2fBllr2qKw4DiGXiXHE%3D&webInteractiveContentId=254382287603&portalId=243093163&hsLang=en)

[![\<p style="font-weight: bold;"\>\<span style="font-family: 'Trebuchet MS', Geneva, Tahoma, sans-serif;"\>Request Demo\</span\>\</p\>](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/243093163/interactive-254320282313.png)](https://www.trustpal.co/hs/cta/wi/redirect?encryptedPayload=AVxigLI1I61zMoUK09tSoDIXa8dAbL08vgl3DMX2wwQxZ67BawKYwE%2FxzXeBH0h4DKLm7V7Ij0KUSK%2FVQLIAIXl%2FZ27fvtu1boubn8hiczXKLBbMkYEyMvaM3zUeCLlWSS9cxztd%2Fxg8DHeO0rlanXeNa8L1EVH5jwTEFa7qEtNGliALuCxHcyniTIkS4IqVM8RZG7C1r5u5ZunLzxrgwg%3D%3D&webInteractiveContentId=254320282313&portalId=243093163&hsLang=en)

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[![\<p style="font-weight: bold;"\>\<span style="font-family: 'Trebuchet MS', Geneva, Tahoma, sans-serif;"\>Request Demo\</span\>\</p\>](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/243093163/interactive-254320282313.png)](https://www.trustpal.co/hs/cta/wi/redirect?encryptedPayload=AVxigLI1I61zMoUK09tSoDIXa8dAbL08vgl3DMX2wwQxZ67BawKYwE%2FxzXeBH0h4DKLm7V7Ij0KUSK%2FVQLIAIXl%2FZ27fvtu1boubn8hiczXKLBbMkYEyMvaM3zUeCLlWSS9cxztd%2Fxg8DHeO0rlanXeNa8L1EVH5jwTEFa7qEtNGliALuCxHcyniTIkS4IqVM8RZG7C1r5u5ZunLzxrgwg%3D%3D&webInteractiveContentId=254320282313&portalId=243093163&hsLang=en)

- [Home](https://www.trustpal.co)
- Who We Help

    - [Succession Planner](https://www.trustpal.co/succession-planners)
    - [Professional Firms](https://www.trustpal.co/professional-firms)
    - [Financial Advisory Firms](https://www.trustpal.co/financial-advisory-firms)
    - [Financial Institutions](https://www.trustpal.co/financial-institutions)
- Solutions

    - [TrustPal OS](https://www.trustpal.co/trustpal-os)
    - [DAAS](https://www.trustpal.co/daas)
    - [FA OS](https://www.trustpal.co/fa-os)
    - [AI Paraplanner](https://www.trustpal.co/ai-paraplanner)
    - [Project X](https://www.trustpal.co/project-x)
- [Dialogue](https://www.trustpal.co/trustpal-network-dialogue) 
    - [Malaysia Development Hub](https://www.trustpal.co/dialogue-malaysia) 
          - [Malaysia Registration Link](https://www.trustpal.co/my-registration-link)
    - [Singapore Regional Capability Hub](https://www.trustpal.co/dialogue-singapore)
    - [Vietnam Growth Hub](https://www.trustpal.co/dialogue-vietnam) 
          - [Vietnam Registration Link](https://www.trustpal.co/vn-registration-link)

[Linkedin](https://www.linkedin.com/company/simplyfitrustpal/)

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# ![chip111](https://www.trustpal.co/hs-fs/hubfs/chip111.png?width=65&height=28&name=chip111.png)

# Run Your Advisory Firm. Scale with Confidence.

FA OS is an end-to-end operating platform built for financial advisory firms to manage adviser onboarding, case operations, commissions and compliance in one connected workspace.

![check](https://www.trustpal.co/hs-fs/hubfs/check.png?width=20&height=18&name=check.png) Digitize adviser onboarding and licensing

![check](https://www.trustpal.co/hs-fs/hubfs/check.png?width=20&height=18&name=check.png) Manage cases from submission to approval

![check](https://www.trustpal.co/hs-fs/hubfs/check.png?width=20&height=18&name=check.png) Automate commissions and operational workflows

![check](https://www.trustpal.co/hs-fs/hubfs/check.png?width=20&height=18&name=check.png) Improve visibility, governance and productivity

![2-1](https://www.trustpal.co/hs-fs/hubfs/2-1.png?width=900&height=782&name=2-1.png)

### Who Uses FA OS?

![Group 2147220698](https://www.trustpal.co/hs-fs/hubfs/Group%202147220698.png?width=1556&height=1340&name=Group%202147220698.png)

![Group 2147220697](https://www.trustpal.co/hs-fs/hubfs/Group%202147220697.png?width=1556&height=1340&name=Group%202147220697.png)

![Group 2147220699](https://www.trustpal.co/hs-fs/hubfs/Group%202147220699.png?width=1556&height=1340&name=Group%202147220699.png)

![Group 2147220737](https://www.trustpal.co/hs-fs/hubfs/Group%202147220737.png?height=2000&name=Group%202147220737.png)

### **![Frame 21-1](https://www.trustpal.co/hs-fs/hubfs/Frame%2021-1.png?width=118&height=36&name=Frame%2021-1.png)**

### **FA OS Capabilities**

Software + Service working together for your success

![Group 2147220745-2](https://www.trustpal.co/hs-fs/hubfs/Group%202147220745-2.png?width=400&height=630&name=Group%202147220745-2.png)

![Group 2147220746-2](https://www.trustpal.co/hs-fs/hubfs/Group%202147220746-2.png?width=400&height=630&name=Group%202147220746-2.png)

![Group 2147220747-2](https://www.trustpal.co/hs-fs/hubfs/Group%202147220747-2.png?width=400&height=630&name=Group%202147220747-2.png)

![Group 2147220743-3](https://www.trustpal.co/hs-fs/hubfs/Group%202147220743-3.png?width=400&height=615&name=Group%202147220743-3.png)

![Group 2147220744-2](https://www.trustpal.co/hs-fs/hubfs/Group%202147220744-2.png?width=400&height=630&name=Group%202147220744-2.png)

**From Manual Operations to Digital Excellence**

 

![fa-os-no](https://www.trustpal.co/hs-fs/hubfs/fa-os-no.png?width=2000&name=fa-os-no.png)

![fa-os-yes](https://www.trustpal.co/hs-fs/hubfs/fa-os-yes.png?width=2000&name=fa-os-yes.png)

Company

Company

- [Home](https://www.trustpal.co)
- [About Us](https://www.trustpal.co/about_us)
- [Request Demo](https://www.trustpal.co/request_demo)
- [Dialogue](https://www.trustpal.co/trustpal-network-dialogue)

Who We Help

Who We Help

- [Succession Planner](https://www.trustpal.co/succession-planners)
- [Professional Firms](https://www.trustpal.co/professional-firms)
- [Financial Advisory Firms](https://www.trustpal.co/financial-advisory-firms)
- [Financial Institutions](https://www.trustpal.co/financial-institutions)

Solutions

Solutions

- [TrustPal OS](https://www.trustpal.co/trustpal-os)
- [FA OS](https://www.trustpal.co/fa-os)
- [DAAS](https://www.trustpal.co/daas)
- [AI Paraplanner](https://www.trustpal.co/ai-paraplanner)
- [Project X](https://www.trustpal.co/project-x)

Policies

Policies

- [Legal Notice](https://www.trustpal.co/legal-notice)
- [Privacy Policy](https://www.trustpal.co/privacy-policy)
- [Security](https://www.trustpal.co/security)

[![logo-new](https://www.trustpal.co/hubfs/logo-new.png)](https://www.trustpal.co/1.0?hsLang=en)

© 2026 Simplyfi TrustPal Pte. Ltd.

[Linkedin](https://www.linkedin.com/company/simplyfitrustpal)

Disclaimer: TrustPal is a technology platform, not a licensed financial adviser, trustee, or insurer. All financial products and advice are provided by licensed partners.

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