Wealth management data integration
& client reporting

Getting accurate data and creating professional client reports isn't optional anymore for UK wealth managers - it's an essential requirement. The following pages look at why reconciled data and decent client reporting have become non-negotiable, and introduce Sprint Enterprise's two main products: FINIO data hub and Fastrak reporting.

UK wealth management firms are under pressure like never before to get things right - accuracy, transparency, efficiency. The days of muddling through with patchy data and basic reports are over.

FINIO is our award-winning data hub that sorts out the mess of getting clean data from multiple platforms. Fastrak is our client reporting software that actually makes reports look professional. Together, they give wealth management firms the backbone they need to grow their business, stay compliant, and give proper advice to clients.

Common implementation questions

Q. How long does setup take?
A. Most FINIO implementations complete within 4-6 weeks

Q. What about existing systems?
A. FINIO integrates with intelliflo office, Xplan, Plannr, and most CRM platforms

Q. Is training required?
A. For Fastrak, we provide comprehensive training and ongoing support for all users