Alfred Berg

Ekaterina Iarygina Asset & Portfolio Management Back Office Leave a Comment

“Due to the industry environment changing so rapidly, with new regulations issued every year, Wealth Managers need to increase the frequency of major changes to their tech platform. By using an agile, cloud-based provider, we can rely on them to keep watch on new industry developments and to reduce the cost it takes to implement the changes. We can just focus on providing good service to our clients.”
– Helge S. Arnesen, CEO at Alfred Berg

Max Matthiessen

Elena Lundaeva Asset & Portfolio Management Back Office

“We are very excited about this new launch. It was received with a great excitement internally. Advisors are impressed with a new online portal which removes much of the laborious manual administration an lets them focus on servicing the customers instead. The FA deployment team did an excellent job. They listened and understood our needs. The final solution was thoroughly thought through and designed to match our needs. This is just the starting point for us, and we look forward to taking the next step! We feel very confident to have FA’s support and deliveries of new solutions that will allow us to grow together.”
– Henrik Nilsson, CEO at Max Matthiessen Värdepapper AB