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.
Portfolio ManagementWhether 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 & PerformanceValuations 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.
Business IntelligenceFastrak collects data from several sources for you, which then powers a set of very powerful MI dashboards.
Secure Client PortalSprint can provide your customer portal which is both private and secure enabling you to share your client reports directly with your clients.
See an illustration to explain 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.
