Quick answer

FINIO provides the UK's most accurate investment data feeds through multi-source reconciliation and validation processes. Data from 20+ platforms undergoes systematic checking before delivery, with complete transaction histories available from 15 platforms.


FINIO data quality process

Step 1: Raw data collection Step 2: Reconciliation & validation Step 3: Standardisation & enrichment Step 4: Delivery & monitoring
Direct API connections to investment platforms Cross-reference data against multiple sources Convert to consistent formats across all platforms Secure transfer in your preferred format
Multiple daily data pulls to capture all transactions Identify and flag discrepancies automatically Add contextual information and classifications Ongoing quality monitoring and alerts
Redundant connection monitoring Manual review of complex cases Apply data quality scores Support for data-related queries

 

FINIO makes sure investment data feeds are accurate by putting raw platform data through proper reconciliation and validation. We check everything against multiple sources, spot the discrepancies, and fix them before the data gets to your systems.

We're connected to over 20 investment platforms, with complete transaction histories available from 15 of them. The data gets enriched and standardised so you get consistent datasets no matter which platform it originally came from.

You can have daily bulk valuations, smart flows with whatever criteria you set, or complete transaction histories. All of it comes in consistent formatting.

Our approach to investment platform data quality is pretty straightforward - make it reliable and accurate so wealth management firms can trust what they're getting for their reporting and compliance needs.


Data quality metrics

Accuracy rate: 99.7% across all connected platforms

Processing time: Data available within 2 hours of platform updates

Discrepancy resolution: 95% resolved automatically, remainder within 24 hours

Uptime: 99.9% connection availability with redundant monitoring

 

Platform coverage breakdown

Full transaction history: 15 platforms including major providers

Daily valuations only: 5 additional platforms

Smart flows available: All 20 platforms with customisable criteria

New platform additions: Typically, 2-3 new connections added quarterly

 

Next steps

Book a call to discuss your data requirements

 

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