Press and Media
Raymond James and Sprint release data integration to Fastrak clients
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.
Press in 2013
Given many firms are owner managed, the new model adviser community tends to be an enterprising bunch, with many IFAs taking on the challenge of building the tools they need. Visiting Godalming in leafy Surrey, I dropped in to see Rory St Johnston, managing director of McLaren Capital, who has built his own software to back up the centralised investment process (CIP) and reporting.
Fastrak, our portfolio review and rebalancing workflow solution, is now supporting around 21,000 client accounts worth more than £2bn AUM managed by over 200 Advisers.
Fastrak has been designed to enable financial advisers deliver an improved investment service for their clients.
Sprint is pleased to announce the integration with Seven Investment Management's (7IM) Platform. This integration, which includes full Transaction Histories, will enable you to rebalance an existing client portfolio or produce a comprehensive client valuation in under 7 minutes.
Sprint are delighted to announce successful deployment of a significant upgrade to their Fastrak system.
Sprint are delighted to confirm that our Fastrak August development release has been successfully deployed this weekend.
Sprint Enterprise Technology is delighted to be sponsoring Platforum “Top Gear” on the 4th July at the Queen Elizabeth II Conference Centre in London.
Platforum: We are delighted to be sponsoring today’s Platforum and to be launching Keepstrak our client portal.
Our customer portal enables you to deliver your Fastrak reports directly to your clients. The Portal is designed to fit within your existing website and enable clients to view solutions that you have shared, add requests and authorisations, as well as seeing all their investments.
New Chief Executive
Christopher Willmott has joined us as our Chief Executive. Christopher’s track record spans investment management with Hill Samuel, operations, risk and control at Scottish Widows and most recently finance management JP Morgan, where he was Managing Director, Chief Financial Officer of JP Morgan Global Fund Services. He has deep knowledge of defining strategies and plans for growing businesses, improving service delivery, driving financial discipline and implementing change. With his experience of the financial intermediary market, the fund management industry and the insurance sector he brings a huge amount of experience to Sprint.
Sprint is pleased to announce the facility for you to produce Bulk Client Reports within Fastrak. This new release enables you to produce 100’s of client reports in minutes thereby saving you considerable time and money.
Full transaction histories from Cofunds are now available automatically within Fastrak to enable you to produce your client reports.
Full transaction histories from Nucleus are now available automatically within Fastrak to enable you to produce your client reports.
Full transaction histories from Funds Network are now available automatically within Fastrak to enable you to produce your client reports
FE / Fastrak integration now delivers: Simple or detailed factsheets User defined back testing of new or existing client portfolios Historic pricing for building Time Weighted Portfolio Performance reports Automatic inclusion of KIIDs into the client report.