Valuations and Performance
Depending on the integration with your wrap platform and the length of time that your data has been flowing through Fastrak, you can either produce a simple Asset Statement or a fully detailed Valuation.
Whether you need to improve the efficiencies in your business, automate your investment recommendations, or if you are just looking to deliver smarter, more professional valuation reports for your clients, we’re here to help you achieve best practice for your business.
- Ready immediately - There is no delay, in many cases we are able to have your standard valuation reports up and running within a week of you agreeing to take our reporting service.
- Consistent branding - you can add your logo and colours to your report
- Flexible - additional content can be added as you require. You can do this before going live, or at any time thereafter.
To produce a detailed valuation report takes on average 3 minutes.
Fastrak automates the production of the valuation & performance client reports to include:
- Executive summary
- Company profile
- Market Summary
- Portfolio Valuation and Performance