There’s been a lot of talk about advisory firms having access to client investment data and we started to wonder - do advisory firms know why they want data or what they do with it once they have it?
We live and breathe data, it’s what we do. Our award winning data hub is helping to bring about a more integrated industry, seamlessly connecting financial institutions for the flow of complex investment data. Our reporting solutions allow advisory firms to produce fully branded, detailed valuation and portfolio management reports. Our expertise allows us to help wealth management companies understand and get the most out of their data.
How? We do this through two solutions, FINIO and Fastrak.
The industry data hub that connects and optimises the flow of investment data between investment platforms and the many software providers used by financial advisory firms in the process of giving advice.
A client reporting application connected to FINIO, that allows financial advisers to produce customised, premium, great-looking reports for clients in a time-efficient manner, and tools to help advisers deliver advice remotely.
We understand the complexity of aggregating complex investment data from multiple investment platfoms – we’ll do this for you, make sure the data is accurate, and make it available to the software system that you use you can relax knowing that we've got it covered.
We have an outstanding team who offer a blend of deep technical skills and experience with a real understanding of the financial services industry.
Offering real, tangible efficiency and accuracy to the wealth management industry – through accurate, reconciled and streamlined delivery of data. No rekeying and less manual processes.
Request a call and we’ll run you through how FINIO and/or Fastrak can drive real efficiency in your business through better data integrations and/or customised reporting. Whether you’re a platform, software provider or advisory firm, we’re here to help.