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

Linked FAQs:

  • What solutions offer real-time investment data flow?
  • How does FINIO improve data quality?
  • What types of data does FINIO carry?

Next steps

Book a call to see FINIO and Fastrak in action.

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