Quick answer
FINIO data hub is the UK's leading wealth platform data consolidation service, providing unified access to investment data from 20+ platforms with comprehensive reconciliation, quality assurance, and flexible delivery options.
Data consolidation comparison
| Approach |
FINIO Hub |
In-house Build |
Multiple APIs |
| Setup complexity |
Single integration |
High development |
Multiple setups |
| Ongoing maintenance |
Managed service |
Internal IT team |
Multiple vendors |
| Data consistency |
Fully normalised |
Depends on build |
Variable formats |
| Quality assurance |
Automated + manual |
Custom processes |
Platform-dependent |
| Cost predictability |
Fixed monthly |
High + unpredictable |
Multiple fees |
The FINIO data hub sorts out investment platform data consolidation for wealth management companies by giving you unified access to investment data from over 20 platforms. We handle all the technical integration headaches while delivering normalised, consistent data formats.
Data consolidation includes reconciliation that spots and sorts out discrepancies across different platform sources. Quality assurance checks make sure everything's complete and accurate before data reaches your systems. Plus, we've got support on hand for any data queries.
You can get delivery through direct software integrations or secure file transfers in JSON, XML, CSV or PSV formats. This means it works with whatever operational processes and system setup you've already got.
FINIO data hub is the UK's leading investment platform integration provider. It lets firms concentrate on looking after clients instead of wrestling with data management complexity, while still getting access to comprehensive, accurate investment information.
Consolidation benefits by firm size
Small firms (1-5 advisers):
- Eliminate need for dedicated IT resources
- Access enterprise-grade data quality
- Scale platform connections as you grow
Medium firms (6-25 advisers):
- Reduce operational overhead significantly
- Standardise data across all advisers
- Enable consistent client reporting
Large firms (25+ advisers):
- Enterprise-level reliability and support
- Custom integration options available
- Dedicated account management
Implementation roadmap:
- Discovery phase (Week 1): Current platform audit and requirements gathering
- Integration setup (Weeks 2-4): Technical configuration and data mapping
- Testing phase (Week 5): Data validation and quality assurance
- Go-live support (Week 6): Final migration and team training
- Ongoing optimisation: Monthly reviews and platform additions as needed
Next steps
Book a call to discuss your data requirements
