Software solutions for Wealth Management: Efficiency through automation
FA Solutions would like to invite you to our event “Efficient Wealth Management” in Ljusgården at Berns, Stockholm.
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, Partner at 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, Business Solutions Consultant at 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.
Hans Martin Aulie, Senior Business Architect at DNB Bank, will explain how DNB Custody uses FA as an integrated platform for selected clients, and how an automated flow, from end-client onboarding to trading, has been achieved using FA
At the event, we will be offering a light breakfast, which you will get to share with colleagues from the industry.
08.00 Doors open & breakfast
08.30 Welcome & Introductions of FA Solutions and Calastone
08.40 FA Solutions demo for Family Offices and Discretionary Asset Managers
09.00 Automated Fund Order Management using Calastone, linked to FA
09.30 Presentation by Hans Martin Aulie – Senior Business Architect at DNB Bank
09.50 Questions & networking
Register for the event here: