Welcome to join us in our upcoming events
We arrange events globally on current issues in portfolio management, reporting and financial product sales in modern investment companies.
Upcoming events
HELSINKI
FA User Summit
Yearly gathering for the users of FA Platform – save the date, more information coming soon!
Past events 2017
Cocktail Reception: Cloud-based Wealth Management
Many family offices struggle how to deliver the best service in a multi-asset, multi-currency, multi-lingual and multi-tax environment such as Luxembourg. Additionally, regulation is setting its extra layer of complexity. How to manage wealth successfully in a challenging, constantly changing environment, and at the same time serve Family Offices in a modern way?
You are warmly welcome to Hotel le Place d’Armes on June 29th from 16.30 onwards to see how FA Solutions can address these problems with an innovative and modern software tailored for Family Offices. After a short presentation, the afternoon continues with cocktails and networking.
Agenda
16:30 How FA Solutions can help Family Offices to nurture their wealth
Richard Nordin, Head of Sales at FA Solutions
17:30 Cocktail Reception
Canapés and wines selected by the sommelier
FA Solutions software allows you to obtain greater control over your wealth by bringing together all your assets – not only monetary but also art, real estate and vehicles. It aggregates data from external mandates and enables you to track their performance and fees. Moreover, reports for authorities and stakeholders can be generated with a single click. This and much more is achievable with a single platform that is accessible anytime and anywhere with any device.
FA Solutionsin kesäbileet Helsingissä
Aurinkoinen, lämpenevä sää alkaa näyttämään juuri siltä, että FA Solutionsin kesäjuhlat lähestyvät!
Tervetuloa mukaan juhlistamaan alkavaa kesää kanssamme torstaina 8.6. Paikalle voitte saapua yksin tai ystävän kanssa, piipahtamaan hetkeksi tai viihtymään pidemmäksi aikaa. Grilli on kuumana ja juomat kylmänä koko illan, jonka lopun kruunaa huikea livemusiikki.
FA After Work på SS Motala Express
Välkomna att återigen möta sommaren med branschkollegor och oss på FA Solutions ombord på SS Motala Express vid Ångbåtsbryggan på Strandvägen.
Vi bjuder traditionsenligt på lättare tilltugg och dryck samt ett lättsamt och trevligt tillfälle att umgås ombord på detta ångfartyg från 1895. Notera att fartyget kommer att ligga förtöjt hela kvällen.
Välkommen!
Breakfast seminar: Upcoming regulation – replacing threats with opportunities
Do you see the upcoming regulation as troublesome, boring and costly? Probably you’re not sure yet how to proceed with directives like MiFID II, IDD, PRIIPs, PSD2 or GDPR?
Regulatory requirements should be integrated effortlessly into daily working habits instead of adding yet another layer into your cumbersome processes. With FA Solutions you are able to re-engineer your working and business processes, which also enables you to easily adapt to the changing regulatory environment. We are experts in how asset managers can turn regulatory threats into opportunities and realised profits by utilising modern technologies.
The purpose of this breakfast seminar series is to give you an overview on the upcoming regulatory changes and show you how to tackle these challenges with modern technology.
March 2: Helsinki, more information
March 8: Stockholm, more information
Family Office gathering – By invitation only
Managing assets efficiently and aggregate your financial activities in one place
Welcome on February 9 at 16:00 to a Family Office gathering in an arts gallery in central Stockholm. We will exemplify how FA Solutions can help a Family Office to be managed more efficiently, obtain greater control over holdings, external mandates, proprietary trading, succession, reporting, bookkeeping and more. We have also invited some of our customers that are building automatic advisory companies, or so called Robo-Advisors, to speak about their potentially disruptive businesses. For further information, please contact Andreas Ullsten.
