Trusted by many of the most respected firms in the market.
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.
Our business development director Gary Shepherd shares his experiences of the fintech world, from the early days of DOS-based applications to today’s world. Tune in to discover how innovation and data have reshaped wealth management.
The wealth management industry is getting more complex, with disparate systems and different data formats. This can dramatically increase the amount of data effort by you and essentially adds costs to your business, regardless of whether you’re an investment platform, software provider or advisory firm.
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The FINIO data feed provides us with an aggregated data feed across over 22 different platforms – all in the same format.
Greg Horton, chief technology officer, Fairstone |
To produce good quality client reports, you need investment data that’s easy to obtain and in a consistent format. You also need to produce them in a time-efficient manner as we’ve seen some advisory firms take over 4 hours to produce a single client report! This just isn’t sustainable for a profitable business. Introducing Fastrak reporting…
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I would recommend Fastrak to others… We are now saving between 20-50% of time producing valuation reports.
Darren Weeks, compliance and operations manager, BpH Wealth Management Ltd |
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.
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