Quick answer
Fastrak client reporting software ensures FCA compliance through complete audit trails, automatic inclusion of regulatory content, and secure data handling. Built on FINIO's reconciled data feeds with transparent calculation methodologies.
FINIO data quality process
| Audit & documentation |
Data security & protection |
Regulatory content management |
| Complete audit trail for all report generation |
Secure client portal delivery |
Automatic T&Cs inclusion |
| Version control and change tracking |
Data encryption in transit and at rest |
Risk warning standardisation |
| Automated compliance content inclusion |
Access logging and monitoring |
Market commentary integration |
| Calculation methodology transparency |
GDPR-compliant data handling |
Regulatory update notifications |
Fastrak client reporting software uses FINIO data hub's reconciled data feeds as its foundation. It keeps complete audit trails for every report that gets generated, which covers your regulatory requirements and internal quality checks.
All client reports automatically include terms and conditions, risk warnings, and market commentary. This cuts down compliance risks while keeping everything looking professional.
Client information stays secure throughout the whole reporting process, with secure portal delivery that meets data protection requirements. Reports show detailed information and transparent calculations so clients can see exactly what's what.
Clean source data plus consistent reporting processes means Fastrak works well for wealth management firms that need secure reporting software they can customise to their business.
Compliance checklist - What Fastrak handles
COBS requirements: Risk warnings and client categorisation
Data protection: GDPR-compliant handling and storage
Audit requirements: Complete documentation and version history
Client communication: Clear presentation of fees and performance
Record keeping: Automated storage and retrieval systems
Common compliance scenarios
Regulatory audit: All report generation data available for review
Client complaints: Full audit trail shows calculation methodology
Data requests: Secure portal access with detailed logging
Fee transparency: Clear breakdown of all charges and calculations • Performance reporting: Consistent methodology across all client reports
Next steps
Book a call to discuss your data requirements
