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Your Portfolio Build & Review Solution

Online Client Portal

The Fastrak Online Client Portal revolutionises the way you interact with your clients and how you can take instructions from them.

Secure Online Portal

The portal is “white labelled” to fit within your existing website and provides your clients 24x7 access to their investment reports and recommendations.

You can customise the portal according to your requirements and give your clients access to it.

Secure Online Portal

When clients access your portal, they can view reports that you have shared, add requests and see the status of the requests sent by them, around the clock. 

  • Ready immediately - There is no delay in providing you with your online client portal.

  • Clients in control – Enable your clients to review and respond to your recommendations at their convenience.

Secure Online Portal

Request a Demo

Book a demonstration

Book a demo now to see how Fastrak can really benefit your business.

Book a demo now

Speak to us

Speak to us

You can call us to arrange a meeting with one of our consultants.

0333 939 8270

The immediate benefits with Fastrak are:

Ready immediately

There is no re-keying of data required to get you up and running. You will find Fastrak works seamlessly with your current systems and your portfolio values are updated every day.

Simple to use

Fastrak’s step-by-step actions enable you to easily navigate the system. You will be delighted with the ‘neat’ way Fastrak represents your data.

Great value

Any bottlenecks in your investment process will be removed to free you up to focus on your clients allowing you to concentrate your resources on promoting your business.

Reliably supported

We understand you may need help using our systems and we have a dedicated team to support you.


Fastrak is a powerful and sophisticated piece of software, with an enormous amount of powerful functionality behind the scenes.