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
• Demo: We show you how it could work for your business
• Implementation planning: Discuss timeline and training requirements
  
  

Linked FAQs:

• What is Fastrak client reporting software for wealth managers?
• How does Fastrak handle reporting for multiple investment platforms?
• Can I customise the look of Fastrak reports?