Data essentials for advisory firms (illustrated)

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?

Find out what your peers said

Your financial services' leading data hub and
provider of outstanding reporting solutions

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.

Trusted by many of the most respected firms in the market.

EMPOWERING YOUR DATA

FINIO

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.

  • Super easy for platforms and software systems to connect
  • All data is reconciled, enriched and normalised
  • Data expert on hand if you need support

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CUSTOMISED CLIENT REPORTING

Fastrak

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.

  • Transaction history powered by FINIO data
  • Compliant and bespoke reporting outputs
  • Real efficiency in reporting & fund switching

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Why wealth management firms choose to work with us

Data experts

Data experts

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.

 

Industry pedigree

Industry pedigree

We have an outstanding team who offer a blend of deep technical skills and experience with a real understanding of the financial services industry.

 

Highly experienced

Delivering efficiency

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.

Latest news and views

Data is paramount for informed decision-making

February 19th, 2024
FINIO News   In The Press   

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The democratisation of data is underway – what should your strategy look like?

January 3rd, 2024
In The Press   

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Transaction Data Magic: Why Advisory Firms Need It

November 17th, 2023
FINIO News   Sprint Enterprise Technology News   

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Not everyone ‘gets’ data

Don’t let data slow down your business – it’s time to Sprint!

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.

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