Software solutions for Wealth Management:
Efficiency through automation

  • 1 Wimpole Street, Marylebone, London
  • 10 April 2019, 08:30-10:30
  • CEO, COO, Back Office, Client Reporting, Portfolio Management

Portfolio Management solution provider FA Solutions and Fund Trading platform Calastone would like to invite you to our event “Efficient Wealth Management” at Naim Dangoor Auditorium, 1 Wimpole St., Marylebone, London.

We will be sharing a live demonstration of two state-of-the-art FinTech solutions for the modern Asset Management company:

  • FA Platform for Portfolio Management
  • Fund Trading platform Calastone

Richard Nordin, FA Solutions will show you how to manage multiple asset classes in an efficient and modern way, as well as how to manage trade order flow of funds that are sent to Calastone automatically and securely.

Natalie Scuderi, Calastone will discuss the benefits of automated fund processing including how technology can help Asset Managers and Family Offices. She will also introduce their new blockchain-powered Distributed Market Infrastructure (DMI) which goes live in May 2019.

At the event, we will be serving a refreshing morning coffee for your enjoyment, which you will get to share with bright local colleagues from your industry.

Event agenda
08.30 Doors open, Coffee & Breakfast, Meet your colleagues
09.15 Welcome & Introductions of FA Solutions and Calastone
09.25 Demo of FA Solutions for Family Offices and for Discretionary Asset Managers
09.45 Automated Fund Order Management using Calastone, linked to FA
10.00 Wrap up & networking

Welcome!


Venue

  • 1 Wimpole Street, Marylebone, London

Contact

  • Richard Nordin
  • +44 203 6678 855
  • richard(a)fasolutions.com
96 Kensington High Street
London W8 4SG
+44 20 3667 8855
uk@fasolutions.com

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2019-04-10 08:30:00 2019-04-10 10:30:00 Europe/London Software solutions for Wealth Management: Efficiency through automation FA Solutions Naim Dangoor Auditorium, 1 Wimpole Street, Marylebone, London Richard Nordin richard@fasolutions.com