Make Fund Management fun again with the FA Platform
Past event from 2019.
Another exciting FA event is taking place in Stockholm on November 7. During this breakfast seminar, we will demonstrate the flexibility and client-friendliness of the FA Platform.
You will be amazed by how easy it could be for your end clients to onboard themselves and invest in your funds. We will also show you how simple it could be to administer your funds in the FA Platform.
Welcome to the world of automation with no paper hassle. Focus all your energy on what matters the most – keeping your clients happy.
08.00 Doors open & breakfast
08.30 Welcome & introduction of FA Solutions
08.40 Demo: Automatic client onboarding and investing in funds using FA Front
09.00 Demo: Pre-trade compliance and Trade Order Management in FA Back
09.10 Demo: Analytics
09.20 Demo: NAV calculation and shareholder registry
09.30 Last look from the client’s perspective in FA Front
09.45 Summary and a Q&A session
FA Solutions Ltd is a leading Nordic FinTech company. The FA Platform is used by Banks, Asset & Fund Managers, Pension Funds, Family Offices, and Institutional Investors such as municipalities and large-scale foundations. FA Solutions has been recognized as one of the Top 10 Most Trusted Asset & Wealth Management Solution Providers.
Please note that the event will be held in Swedish.