Archived events 2015-2016

 

Aamiaisseminaari: Automatisoitu mallisalkunhallinta ja kaupankäynti – totta vai tarua?

Sijoittamisen ja sijoituspalveluiden tulevaisuus ei ole turhaan ollut otsikoissa ja puheenaiheena viime aikoina. Esimerkiksi robottineuvojat houkuttelevat sijoittajia helppoudella, edullisuudella ja läpinäkyvyydellä. Oli tulevaisuuden suunnitelmat millaiset tahansa, varmaa on, että digitaalisuus ja automaatio ovat menestyksen avaintekijöitä. Mitä tapahtuu ketterän sijoittajan konepellin alla? Se selviää aamiaisseminaarissamme keskiviikkona 12.10.!

Lue aiheeseen liittyvä haastattelumme Kauppalehdestä

  • Keskiviikkona 12. lokakuuta
  • 8:00-10:00, seminaari alkaa kello 8:30
  • Helsinki, Finland

Aamiaisseminaarin aikana näytämme, miten voit luoda toimeksiantoja FA:ssa rebalansoimalla useita portfolioita yhtä aikaa, jonka jälkeen toimeksiannot lähtevät saumattomasti markkinoille toteutettavaksi. Näytämme myös, miten kauppoja hallinnoidaan Infrontissa (direct market access), ja edelleen ohjataan automaattisesti valituille kaupankäyntiosapuolille yli 1500 vaihtoehdon joukosta. Toteutuksen jälkeen kaupankäynnin tiedot päivittyvät automaattisesti asiakasportfolioihin.

Tällaisella kokonaisuudella varainhoitajat ja sijoittajat voivat helposti hallita isojakin määriä asiakastilejä sekä ylläpitää vaativiakin mallisalkkuja minimaalisella manuaalisella työmäärällä.

Aikataulu
08:00 Aamiainen & verkostoitumista
08:30 Tilaisuuden avaus, FA Solutions ja Infront esittäytyvät
08:50 Demo:
– Mallisalkun hallinta, rebalansointi ja toimeksiannot FA:ssa
– Toimeksiantojen hallinta ja toteutus Infrontissa
– Kirjaukset portfolioihin sekä raportointi FA:ssa
09:30 Kysymykset ja keskustelua

Lue lisää FA Solutionsin ja Infrontin integraatiosta blogissamme »


Venue

  • FA Solutions Finland, Fredrikinkatu 51-53 B 6th floor, 00100 Helsinki Finland

Contact

  • Anni Salo
  • +358 505025140
  • anni(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

Breakfast seminar: STP in Model Portfolio Management
– Reality or Dream?

  • Thursday 29 of September
  • 8:00-10:00, seminar starts at 8:30
  • Oslo, Norway

FA Solutions and Infront have created a fully automated and compliant asset management and trading solution for portfolio managers.

During the breakfast seminar we will show you how bulked trade orders are created by rebalancing multiple portfolios in FA and then sent electronically and seamlessly to Infront for execution. We will also demonstrate how trades are managed in Infront and automatically routed to selected brokers. After the execution on the market, trade information is automatically communicated from Infront to FA, where the information is updated to the various client portfolios.

With this setup, an asset management company is easily able to manage large amounts of nominee accounts and maintain advanced setups of model portfolios with minimum back office work.

Agenda
08:00 Breakfast & networking
08:30 Model Portfolio Management, Rebalancing and Trade Order Execution in FA
08:50 Trade Management, Execution and Market Data in Infront
09:10 Distribution of trades & reporting in FA
09:30 Client case
Questions & answers

Seminar will be held in Norwegian.

Read more about the integration in our blog »


Venue

  • Infront office at Aker Brygge (Fjordalleen 16, 3rd floor)

Contact

  • Anni Salo
  • +358 505025140
  • anni(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

Frukostseminarium: Effektiv Modellportföljhantering

  • Tisdag 13 september
  • 8:00-10:00, seminariet börjar 8:30
  • Stockholm, Sweden

Välkomna 13 september på frukostmöte om snabb och bekymmersfri modellportföljhantering. Under frukosten kommer vi att demonstrera hur FA förenklar och automatiserar modellportföljhantering och trade order management och kan integreras med Infront. Dessutom kommer vi att få höra om Robotrådgivning och om vikten av automatiserad modellportföljhantering och trading.

Agenda
8.00 – 8.30 Frukost & träffa branschkollegor
8.30 – 8.40 FA Solutions: Nyheter & Introduktion
8.40 – 9.10 Robotrådgivning och Automatisering, Fallstudie
9.10 – 9.50 FA Solutions: Straight Through Processing, Modellportföljhantering, Rebalansering, Trade Order Management, Integrerad handel med Infront, Distribution av värdepapper till kundportföljerna
9.50 – 10.00 Tid för frågor

För ytterligare information, kontakta:
Andreas Ullsten
andreas.ullsten@fasolutions.com
+46 8-566 133 88

Registration

Due to a great interest in our seminar regarding trouble-free Model Portfolio Management and Robo-Advisory it is now fully booked despite us changing the location to a larger venue. Please email stockholm@fasolutions.com if you want to be added to the waiting list.

We will also arrange similar seminars in Oslo, Helsinki and Copenhagen in the near future. Follow our channels for more information!

Venue

  • Berns Stockholm (Spegelsalen), Näckströmsgatan 8, Stockholm

Contact

  • Andreas Ullsten
  • +46 733 83 23 83
  • andreas(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

FA After Work på SS Motala Express

  • tisdag 24 maj mellan 17:00-20:00
  • Stockholm, Sweden

Välkomna att möta sommaren med branschkollegor och oss på FA Solutions ombord på
SS Motala Express vid Ångbåtsbryggan. Vi bjuder på lättare tilltugg och dryck samt ett lättsamt och trevligt tillfälle att umgås ombord på Vätterns fritagna fånge.

Venue

  • SS Motala Express, Ångbåtsbryggan, Strandvägen 18, Kajplats 18, 114 51 Stockholm

Contact

  • Andreas Ullsten
  • +46 733 83 23 83
  • andreas(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

Housewarming evening at FA Helsinki office

  • Thursday 19th of May starting at 18:00
  • Helsinki, Finland

Dear clients and partners,

Some of you might have already noticed that this spring our office in Helsinki moved to a bigger premises. But since the things that make a house a home are the people that fill it up, what would be a new office without a housewarming?

By this invitation we are warmly welcoming you to join us the celebration of our new premises on Thursday 19th of May, starting at 18:00. The relaxed evening contains of delicious street food, some sparkling, amazing band, and of course chitchatting with old and new friends while enjoying the beautiful spring evening.

Please let us know that you are coming by filling the form below by May 13th.

Welcome!

Venue

  • FA Helsinki Office, Fredrikinkatu 51-53B, 00100 Helsinki

Contact

  • Anni Salo
  • +358 505025140
  • anni(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

Breakfast seminar: What’s new in FA 2.2?

  • 17 and 18 March, 2016
  • 8.30-10.00
  • Helsinki, Finland

Welcome to our breakfast seminar on 17th or 18th of March 2016. The seminar will be held in our new office premises in Fredrikinkatu 51-53 B, Helsinki.

During the morning we will present you the new features in FA 2.2 as well as how to get the most out of them. FA 2.2 introduces new features, such as Dashboard and FA AppStore, as well as improvements to existing features. This version also provides you with renewed standard report names.

Agenda
8:30 Breakfast and networking
9:00 Introduction and demo to FA 2.2
– FA AppStore
– Dashboard
– Improvements in existing features

The seminar will end around 10:00. There’s only a limited amount of places available so please register as soon as possible. The seminar is held in Finnish.

For more information, please contact
Susanna Tiainen
susanna(a)fasolutions.com
+358 20 7118 513

Fees & registration

The event is free of charge. Registration closed.

Venue

  • FA Helsinki Office, Fredrikinkatu 51-53 B 6th floor, 00100 Helsinki Finland

Organiser

  • Susanna Tiainen
  • +358 20 7118 513
  • susanna(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

 

Independent Financial Advice and MiFID II

  • January 22nd, 2016
  • 8:30 − 11:30
  • Copenhagen, Denmark
  • IFAs & Distributors

This breakfast seminar targeted to Independent Financial Advisors is focusing on today’s hot issue: the upcoming MiFID II regulation. The first speaker is a lawyer and an expert in financial services, and he will speak about the requirements of MiFID II, how he sees it will impact the business for IFAs, and what they need to do in order to comply with the new legislation. After that Allan Lorentzen is having a short presentation on how we at FA Solutions can help IFAs to fullfill the requirements set by MiFID II.

The seminar will be held in Danish.

Agenda
08.30-09.00 Registration and breakfast
09.00-09.15 Welcoming (Mads Jensen)
09.15-10.00 MiFID II – Facts and expectations (Attorney Kim Høibye)
10.00-10.15 Break
10.15-10.45 FA Solutions – The flexible solution (Allan Lorentzen)
10.45-11.30 Discussion and networking

Fees & registration

The event is free of charge. Participation with an invitation only. If you’re interested in participating, please contact the organiser.

Venue

  • FA Copenhagen Office, Næsseslottet, Dronninggårds Alle 136, DK-2840 Holte Denmark

Organiser

  • Allan Lorentzen
  • +45 25424366
  • allan(a)fasolutions.com


 

Single Family Office Breakfast – By Invitation Only

  • 20 January, 2016
  • 8:00 – 9:30
  • Stockholm, Sweden
  • Family Offices & Private Wealth Management

Single Family Offices, SFO, Private Investment Company, Friends Office

Venue

  • Stockholm, Sweden(Confidential)

Organiser

  • Andreas Ullsten
  • +46 733-83 23 83
  • andreas.ullsten(a)fasolutions.com

Add to Calendar15/10/2015 08:3015/10/2015 10:00Europe/HelsinkiBreakfast seminar: One-click fund management with FA Uudenmaankatu 7 top floor, Helsinki, FinlandHannes Heleniushannes(a)fasolutions.comfalseDD/MM/YYYY1440

One-click fund management with FA

  • October 15th, 2015
  • 08:30 – 10:00
  • Helsinki, Finland
  • Fund Management & Administration
  • Middle Office, Back Office

How to efficiently handle the complexity of fund management in the environment of increasing regulation? With our system you’re able to reduce your daily workload by automating calculation and reporting processes. You’ll also avoid all the irrelevant hassle when you can manage everything in one software platform – wherever and whenever. During the morning we’re guiding you through how to get the most out of your business with our modern portfolio management system.

Agenda
8:30 Breakfast & networking
9:00 Introduction to the one-click fund management solution by FA
− Calculate NAV in minutes
− Hold the shareholder registry
− SIRA reporting
− Client management

Discussion & questions

Venue

  • FA Helsinki OfficeUudenmaankatu 7, top floorHelsinki, Finland

Organiser

  • Hannes Helenius
  • +358 20 7118 514
  • hannes(a)fasolutions.com

Mutual fund management – Case SFM Stockholm

  • June 11th, 2015
  • 08:00-10:00
  • Stockholm, Sweden
  • Breakfast seminar

Hantering av pensions- och fondportföljer, NAV-beräkning, andelsägarregister och myndighetsrapportering i FA Solutions.

FA Solutions verktyg för hantering av portfölj och fond. Hur kan en fond dra nytta av ett modernt portfölj-system? Vi kommer att visa hur dels fondförvaltare och dels pensionsförvaltare med en mycket liten insats kan hantera de avancerade uppgifter som krävs. Kanske har ni outsourcat vissa uppgifter men behöver ett system internt? Med FA Solutions är båda vägarna möjliga. Hör även erfarenheter från SFM Stockholm som dagligen använder FA Solutions för fondverksamhet.

AGENDA

8.00 – 8.30: Frukost & träffa branschkollegor

8.30 – 9.00: Kundcase: SFM – Fondhotell för Alternative Investeringsfonder
Introduktion FA Solutions – Vad gör systemet och vilka är vi?
SFM Stockholm: Ken Söhrman berättar om FA Solutions som partner
Varför valde SFM FA Solutions?
FA Solutions som system för ett fondhotell
Hur minimerar SFM det manuella arbetet?

9.00 – 9.45: Demonstration FA Solutions
FA Solutions 2.1 – Modern portföljhantering
Konsten att räkna NAV och hanteraandelstransaktioner på 10 minuter
Automatisering av processerna i förvaltningen
Myndighetsrapportering

9.45 – 10.00: Frågestund och diskussionsforum

Venue

  • FA Stockholm OfficeStrandvägen 5b, 4th floorStockholm, Sweden

Organiser

  • Richard Nordin
  • +46 702 92 88 82
  • richard(a)fasolutions.com

Solutions for modern financial advisory

  • February 4th, 2015
  • 08:00-10:00
  • Stockholm, Sweden
  • Breakfast seminar

Breakfast seminar focusing on solutions for modern financial advisory,

Agenda
08.00 – 08.30 Frukost och mingel med branschkollegor
08.30 – 09.00 FA Sales & FA CRM – hur kan man minska pappersarbetet och säkerställa kvalitén? Är iPAD lösningen?
09.00 – 09.20 Vad händer hos Back Office när avtal slutits? Demo av FA Portfolio 2.X
09.20 – 09.45 Hur har FA Sales förändrat rådgivarnas vardag hos Intacta Kapital? Intacta svarar på frågor.
09.45 – 10.15 Nätverksmöjligheter

The seminar is held in Swedish.

Venue

  • FA Stockholm OfficeStrandvägen 5b, 4th floorStockholm, Sweden

Organiser

  • Richard Nordin
  • +46 702 92 88 82
  • richard(a)fasolutions.com

Succeeding in sales with tightening financial regulations

  • January 24th, 2015
  • 08:30-10:30
  • Copenhagen, Denmark
  • Breakfast seminar

Breakfast seminar focusing on sales of investment products with increasing regulatory scrutiny on the industry. Guest speaker is David Moalem, PhD from BECH-BRUUN. David is a well known and experienced expert in compliance topics. The seminar is held on January 14th in Holte.

Agenda
8.30 – 9.00 Breakfast and meeting colleagues
9.00 – 9.20 Wealth management industry challenges – Mads Jensen – FA Solutions/Jensen Capital Consulting
9.20 – 10.00 Challenges and possibilities in new regulations – PhD David Moalem, BECH-BRUUN
10.00 – 10.30 How modern financial tools can increase efficiency despite regulations – Hannes Helenius, FA Solutions
10.30 – Possibility to network

The seminar is held in Danish and English.

Venue

  • FA Copenhagen OfficeDronninggårds Allé 136DK-2840 Holte, Denmark

Organiser

  • Mads Jensen
  • +45 23238086
  • mads(a)fasolutions.com