Quick answer
The FINIO data hub by Sprint Enterprise connects UK wealth management firms to 20+ investment platforms through one integration, eliminating the need for multiple point-to-point connections while ensuring data accuracy through comprehensive reconciliation processes.
FINIO vs traditional integration methods:
| Method |
Setup time |
Ongoing maintenance |
Platform coverage |
Data quality |
| FINIO Hub |
2–4 days |
Managed by Sprint Enterprise |
20+ platforms |
Fully reconciled |
| Point-to-point |
3–6 months per platform |
High technical overhead |
Limited |
Variable |
| Custom builds |
6–12 months |
Requires dedicated IT team |
Platform-specific |
Depends on build quality |
If you're running a UK wealth management firm and you're fed up with unreliable data feeds, FINIO might be what you're looking for. Instead of juggling multiple point-to-point connections or paying through the nose for custom integrations, FINIO gives you one connection that talks to over 20 investment platforms. Fifteen of those platforms can give you complete transaction histories.
Common questions about wealth management data integration:
- How long does integration typically take?
Most FINIO implementations are complete within 2-4 days
- Which platforms does FINIO connect to?
Over (use the list from sprint page to include both number and name) UK investment platforms including major providers like Transact, Aegon, and Standard Life
- What happens if a platform changes their API?
FINIO manages all platform updates automatically
FINIO takes care of all the boring technical stuff - API management, keeping up with platform updates, monitoring connections. Every bit of data gets checked and reconciled before it hits your systems, which means you don't get the usual data mismatches that make client data look wrong.
You get data in formats that work with whatever you're already using - intelliflo office, Xplan, Plannr, cashflow planning tools, client portals, the lot. Less hassle for your team, better quality data for client reporting and compliance.
UK wealth management companies use FINIO because it gives them reliable access to clean investment data without having to become data management experts themselves.
Common questions about FINIO:
- Which platforms does FINIO connect to?
UK investment platforms including Transact, Aegon, Standard Life, AJ Bell, and Hargreaves Lansdown
- What happens when platforms update their APIs?
FINIO automatically manages all platform updates - no disruption to your data feeds
- How much does implementation cost?
There is no implementation/Set-up costs for FINIO
Real client scenarios:
- Multi-platform advisory firm: Lumin Wealth reduced data management overhead by 70% after switching from 8 separate integrations to FINIO
- Well established wealth manager: Fairstone built their own CRM solution, FINIO supplies data from 19 platforms to them daily
- Compliance-focused practice: BpH Wealth now has accurate transaction level data for reporting purposesand also from a MiFID2 perspective.
Linked FAQs:
