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.

The power of data - a good watch!

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.

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

SIMPLIFYING INVESTMENT DATA

FINIO

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.

  • Connect to one data hub and not build to endless data end-points
  • All data is homogenised, enriched and reconciled
  • Data experts on hand if you need support

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EFFICIENT CLIENT REPORTING

Fastrak

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…

  • Real efficiency in client reporting & fund switching
  • Includes transaction history powered by our FINIO data hub
  • Bespoke report outputs tailored by you

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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

Sprint Enterprise partners with Transact to deliver adviser remuneration files to intelliflo office via FINIO data hub

May 16th, 2024
FINIO   In the press   Partner update   

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Historical shifts in financial tech: the power of data

May 13th, 2024
Insights   Viewpoint   

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Simplifying the impossible – data integrations in financial services

March 11th, 2024
Viewpoint   

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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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Start a conversation

Get in touch with us and let's have a chat about how our solutions can change your business.
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