...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.
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.
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.
Fastrak collects data from several sources for you, which then powers a set of very powerful MI dashboards.
Sprint can provide your customer portal which is both private and secure enabling you to share your client reports directly with your clients.
Quick insight into the Fastrak process
Our platform partners that have have jumped on board and just keeps growing!
Jonathan Gunby, Chief Development Officer of Integrated Financial Arrangements plc says
“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.”
Please view our video case study to hear what our clients have to say about Fastrak and how it has helped their 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.
Raymond James and Sprint Enterprise today announced the release of a new integration of full transaction histories in to Sprints’ Fastrak solution.
Sprint Enterprise Technology, a market leading technology provider to wealth management advisers, has been recognised at the Aberdeen UK Platform Awards and named highly commended in the Leading Innovation category.
Data from Standard Life, Aviva and AXA Elevate platforms now available to Fastrak clients - Manual adjustment capability added to Fastrak’s functionality.
Lack of integration between technology systems is resulting in an increased burden for wealth managers, approximately 95% say it can take up to six hours to create a client’s annual investment report.
Lack of integration between technology systems is resulting in an increased burden for wealth managers, with approximately 95 per cent saying it can take up to six hours to create a client’s annual investment report.
In his latest instalment, the lang cat's Mark Polson revisits the Sprint Enterprise Technology system promising to make onerous tasks like client report writing a whole lot easier.
Transact is considering taking more stakes in software companies after the platform acquired a 15 per cent interest in Sprint Enterprise.
To state that a software product “gives the power back to the adviser” is a bold claim. But at a time when platforms and centralised investment propositions are increasingly involved in the management of client portfolios, Sprint Enterprise Technology has devoted the past few years trying to achieve exactly that.
Sprint strengthens team with key appointments, as company enters next stage of development.
I’ve been reminded of the debate by a couple of things recently. First, I sat with a guy from a company called Sprint Enterprise. Sprint has a system called Fastrak which helps advisers build, maintain and...
Sprint Enterprise Technology has netted a major client in the form of Sanlam Private Investments, having recently secured investment from wrap provider Transact.
Sprint Enterprise Technology (Sprint) the market leading technology provider to wealth management advisers, announces that Integrated Financial Holdings Ltd (“IHL”) owner of Transact, the UK’s leading wrap service provider, has acquired a 15% stake in the company. The investment will enable Sprint to continue the development and expansion of Fastrak. Under the arrangement, Jonathan Gunby, Chief Development Officer at Transact, will join Sprint’s Board.