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Your Portfolio Build & Review Solution

Fastrak automatically...

...consolidates your client investment data from across multiple wrap platforms, back office systems and fund providers.

This does away with the need for manual intervention and enables all aspects of client reporting through a user friendly solution.

What Fastrak does

  • Build a new investment recommendation
  • Review and Rebalance a client portfolio
  • Produce a client asset statement
  • Provide a client performance report
  • Bulk switch funds
  • Deliver reports to a secure client portal

How will I benefit

  • Fastrak can save you an average of 18 hours per week
  • You can rebalance your client portfolio in less than 7 minutes
  • Your reports will be customised to your brand
  • Fastrak is cloud based so no installations
  • Your data is collected automatically so no rekeying required
Fastrak covers four main processes:

Portfolio ManagementPortfolio Management

Whether you run an in-house centralised investment proposition or you achieve this via a third party, Fastrak will enable you to produce a new portfolio report to your prospective customer in just minutes.

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Valuations & PerformanceValuations & Performance

Valuations and performance provides two options for reporting, depending on the integration with your wrap platform and the length of time that your data has been flowing through Fastrak.

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Business IntelligenceBusiness Intelligence

Fastrak collects data from several sources for you, which then powers a set of very powerful MI dashboards.

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Client PortalClient Portal

Sprint can provide your customer portal which is both private and secure enabling you to share your client reports directly with your clients.

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arrow  Quick insight into the Fastrak process

Fastrak Illustration Portfolio Valuation Intelligence Portal

Platform Partners

Our platform partners that have have jumped on board and just keeps growing!

Strategic Investors

Jonathan Gunby, Chief Development Officer of Integrated Financial Arrangements plc says

Transact“Transact is pleased to be associated with Sprint and support their innovative approach to the adviser community.

Many Transact supporters also use Fastrak and, where instructed, we provide data to Fastrak and receive investment instructions via the adviser.”

Case Study

Please view our video case study to hear what our clients have to say about Fastrak and how it has helped their business.

Why work with Sprint?

Sprint - is a leading supplier of investment workflow solutions to the UK financial Advisory market. We will help you use the power of cloud technology to drive best practice in your business.

Whether you need to improve the way you deliver your centralised investment proposition, automate your investment recommendations, or if you are just looking to deliver smarter or more professional valuation reports to your clients, we’re here to help.

Learn more about the company