What’s the best multi-platform client reporting software for UK wealth management companies?

Quick answer

Fastrak client reporting software receives data from FINIO to create professional, branded client reports from multiple investment platforms. Features include money-weighted return calculations, automated compliance content, and secure client portal delivery.

Fastrak vs standard reporting solutions

Fastrak is what happens when you build client reporting software specifically for wealth managers who need to pull data from multiple investment platforms and make it look professional. No more messing about with CRM exports or doing everything manually - you get proper control over how your reports look, what goes in them, and how they're branded.

It runs off FINIO's clean data feeds, so you know the numbers are right across all your connected platforms. You can calculate money-weighted returns for any date range, customise report templates however you want, and it automatically drops in all the compliance stuff like terms and conditions.

Day-to-day, it makes mass rebalancing reports much simpler and gives clients secure portal access so they can review reports remotely. Everything stays consistent across all your reports but you can still customise individual ones when you need to.
People using Fastrak tell us they save serious time on report generation and their clients notice the difference in presentation quality compared to whatever they were using before.

“Fastrak provides us with a far more professional looking report system than we had with intelliflo office. It was a significant enhancement in presentation and in content presented.” Gregor Johnston, director, Fitzallan Chartered Financial Planners.

Typical Fastrak implementation

Week 1-2: Template design and branding setup

Week 3-4: Data integration testing and report validation

Week 5-6: Team training and go-live support

Ongoing: Account management and technical support

Common reporting challenges Fastrak solves

Time-consuming manual processes: Automated data pulling and report generation

Inconsistent branding: Standardised templates to match your brand guidelines

Compliance risks: Automatic inclusion of required regulatory content

Client access issues: Secure portal with mobile-friendly viewing

Multi-platform complexity: Single interface for all investment platform data

Next steps

Report review: Send us your current reports for improvement analysis

Template demo: See how your reports would look in Fastrak

Implementation planning: Discuss timeline and training requirements