We were winners of the Best Use of Platform Technology Award
for the FINIO-enabled connection of Raymond James Platform
data exports to Advisers’ Third-Party System Providers (TPSP), allowing its full data set to be used universally across multiple systems via one integration.
This enables Adviser’s to provide comprehensive and more accurate investment reports for their clients, improving their service whilst helping meet their obligations to the Consumer Duty standards set by the FCA.
We were also runners-up in the Best Strategic Platform Partner Category.
"Importantly, the winner solved a genuine challenge. Moreover, it feels like a genuine partnership. The judges liked quotes from named clients proving benefits, and the detailed roadmap."
Why does FINIO help Platforms, Third Party Software Providers and Advisers?
Advisers can’t efficiently run a practice without fully reconciled and complete data that gives them the MI and client information they need. Advisers also now require richer data, and an increasing number of TPSPs are becoming able to digest this more comprehensive data set.
Providing flexible integration options – both in terms of data points as well as delivery methods – is paramount to meeting the needs of Advisers and their TPSP's.
solution simplifies and enhances the data integration process. Advisers and their TPSP's benefit from FINIO’s flexibility and enhanced data output capabilities. In turn, the platform benefits by only needing to manage one connection to the FINIO hub instead of multiple point-to-point connections, thereby enabling the flow of investment data in a more efficient manner.
was chosen by Raymond James
as the preferred data integration hub as Sprint already had integrations in place with over 20 platforms as part of our Fastrak Reporting Service
and a record in the market of interpreting and transforming transactional-level data. We were already processing more than £40bn of investments each day, with the ‘plumbing’ in place to access over £500bn of investments.