Here at FPA Technology Services, Inc., we’re not just technology consultants; we’re strategic business partners to our clients. Not only do we get IT, we get it. We want to add value to our client relationships by sponsoring discussion sessions and presentations that will promote new strategies for enhancing business performance. With almost two decades of experience, we have an in-depth understanding of our target industries and want to share effective solutions. What better way to promote discussion of industry trends and client needs than an open discussion?
Upcoming Events
None scheduled at this time. Please check back for updates, or subscribe to our eNewsletter to be notified of upcoming events.
Previous Events
AdvisorMail Roundtable for Investment Advisors
If you're looking for a compliant email archiving solution, join us for a product demonstration and roundtable discussion, sponsored by LiveOffice. Several LiveOffice representatives will be available to discuss how AdvisorMail can be utilized to archive and protect your data while meeting FINRA, SEC, FRCP, and SOX requirements. View Details...
Going Paperless Roundtable
If you've been considering a transition to a paperless office, please join us, along with Jon Clark of Cabinet NG, for a general demonstration of CNG-SAFE and a discussion of how this software may be a match for your business. View Details...
Going Paperless Roundtable for Investment Advisors
If you're interested in converting to a paperless office environment, join FPA and Cabinet NG, a paperless solutions provider, for a CNG-SAFE demo and discussion. View Details...
Industry Specific Roundtables
FPA will continue to hold quarterly Business & Technology Roundtables – future topics will include: disaster recovery and business continuity, order management systems, CRM, portfolio accounting, execution management systems, performance attribution, straight through processing, financial information exchange (FIX), system integration, compliance monitoring.
To RSVP or obtain additional information, please contact us.