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Your Portfolio Build & Review Solution

Fastrak collects investment data from multiple platforms
creating a powerful reporting solution

Fastrak has been developed for forward thinking wealth management firms who want to provide their clients with high quality reports in an efficient manner. Fastrak pulls all your client’s investment data into one single, clean set of data, and provides you with a powerful and configurable reporting front end to produce the quality of reports that you want for your clients.

Why Fastrak for your business?

Facts and figures

Customised reports

Design the reports in your branding for your clients
Facts and figures

Increased efficiency

Create reports for your clients in seconds
Facts and figures

Sharper insights

See all your investment data across all providers in one place
Facts and figures

Improved communication

Clients can view investments and receive reports electronically
Facts and figures

More meaningful reports

Report on the performance of your client’s investments
Facts and figures

Great value

The service costs as little as £1 per client per month

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 PortalSecure Client 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  See an illustration to explain the Fastrak process

Fastrak Illustration Portal Intelligence Valuation Portfolio

Our 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.

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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.

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