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"It is important to have accurate transaction-level data for reporting purposes. It is essential as we can’t produce the valuation reports we want to send to clients on a money-weight basis but also from a MiFID II perspective. I would recommend Fastrak to others, not least because we are now saving between 20-50% of time producing valuation reports"
Darren Weeks, compliance and operations manager, BpH Wealth Management Ltd
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"FINIO has allowed us to roll out Gateway (our in-house CRM solution) so much more quickly than we could have done had we needed to build point-to-point connections to all the many platforms that we operate. In addition, they have provided us with a couple of highly tailored data feeds (smart flows and smart AUA) which means we only need to process and store the data we really need. The FINIO data feeds provide us with an aggregated data feed across over 22 different platforms – all in the same format.."
Greg Horton, chief technology officer, Fairstone
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"Adviser Cloud is thrilled to utilise the services of Sprint Enterprise and their FINIO data integration hub solution. It bolsters our data integration capabilities benefiting the users of our software and their end clients. Connecting to FINIO was a seamless process, and it has proven to be a dependable and steadfast data hub since implementation."
Ewan Humphreys, tech lead, Adviser Cloud
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"In today’s digitally focussed world, the provision of good quality data in an efficient and integrated way is fundamental to how advisers and financial planners are wanting to do business. We’re therefore excited to announce that we have partnered with Sprint Enterprise Technology and adopted their FINIO hub to help us enhance the digital experience of those who use the 7IM platform"
Verona Kenny, managing director intermediary, 7IM
