Software solutions for Wealth Management:
Efficiency through automation


  • Duke of Richmond Hotel, Guernsey
  • 19 March 2019, 16:00-18:00
  • CEO, COO, Back Office, Client Reporting, Portfolio Management

FA Solutions would like to invite you to our event “Efficient Wealth Management” at Duke of Richmond Hotel, Guernsey.

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.

The guests will also get to hear from one of our clients – a prominent Guernsey-based Family Office. The Managing Director of the company will share his firm’s experience of how FA Solutions has modernised their way of working. Find out what has been achieved with FA Platform compared to their earlier solution!

After the presentations, we warmly invite you to join us for a few drinks
with delicious bites and a little networking with local colleagues from your industry.

Event agenda
16.00 Doors open
16.30 Welcome & Introductions of FA Solutions and Calastone
16.40 Client case presentation
17.10 Demo of FA Solutions for Family Offices and for Discretionary Asset Managers
17.40 Fund Order Management using Calastone; Advantages of a DMI
18.00 Questions followed by drinks & meet your Guernsey colleagues

Welcome!


Venue

  • Duke of Richmond Hotel, Cambridge Park, St. Peter Port, Guernsey

Contact

  • Richard Nordin
  • +44 203 6678 855
  • richard(a)fasolutions.com

Share

2019-03-19 16:00:00 2019-03-19 18:00:00 Europe/London Software solutions for Wealth Management: Efficiency through automation FA Solutions Duke of Richmond Hotel, Cambridge Park, St. Peter Port, Guernsey Richard Nordin richard@fasolutions.com