“Extending our work with AJ Bell to include Custody Solutions is a natural next step in supporting advisers who rely on accurate valuations in intelliflo office. Our focus is always on making data easier to access and more dependable, and this integration does exactly that. It gives firms the consistency they expect and removes another part of the manual workload that can slow down client data administration.”

Robin Bevan, chief executive officer

Read the full article: Money Marketing.

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What sits behind these outputs, however, is where the pressure is felt most. 

Advisory firms are still spending too much time fixing data

A significant number of respondents highlighted the effort required to reconcile information from multiple platforms and systems. Firms reported using combinations of CRMs, platforms, spreadsheets and manual collation to produce client-ready reports, with over half of respondents relying on ‘other’ tools outside mainstream systems, often spreadsheets or bespoke processes.

Free-text feedback reinforces this. Firms want less manual intervention, fewer workarounds, and more consistent data feeds. Comments such as “one size fits all software that can fit into all platforms/providers” and “more automation” were repeated themes. 

From our perspective, this is exactly what we see across the market: reporting quality is constrained not by firms’ intentions, but by the data they receive. Where platform data arrives incomplete, inconsistent or in different formats, firms have little choice but to correct it manually. This slows the reporting process and makes it difficult to maintain accuracy.

Automation is now an operational requirement

The survey also shows that automation is viewed as essential rather than desirable. When asked why they use investment reporting solutions, firms rated efficiency, accuracy and automation as ‘very’ or ‘extremely important’ across the board.

This reflects the reality that advisory firms need predictable, reliable reporting processes, especially at quarterly and annual review points. Manual reporting not only increases operational cost but also carries avoidable risk. Firms also noted challenges with legacy systems and the high effort needed to prepare data before it can enter a report, further reinforcing demand for automation. 

Client clarity remains central

Improving how information is presented to clients remains high on the agenda. Respondents want reporting that is simple, clear and able to demonstrate progress in a way clients can understand. Several firms stressed the need to show ‘where they started and where they are now, and the reasons why’, or requested stronger summary pages and flexible layouts. 

This is consistent with what we hear in the market. Data quality underpins a firm’s ability to present a coherent client story. Poor or inconsistent data forces advisers to add caveats or explanations, which can erode confidence. Under Consumer Duty, clarity is more important than ever, and advisory firms know this.

Sprint’s perspective

The findings reinforce our view that a modern reporting experience starts with better data. Our role, through our FINIO data hub and Fastrak reporting software, is to remove the friction that still exists between investment platforms, software systems and advisory firms. When firms receive reconciled, enriched and consistent data, they can produce accurate reporting at speed and focus their time where it matters, on client conversations. 

We see a clear demand for integrated reporting solutions, and the industry is now reaching a point where manual processes are no longer sustainable. Advisory firms want reliable data, efficient processes and reporting tools that reflect the standard of service they aim to deliver. 

*The survey is based on 40 replies from advisory firms in the UK.

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• Transact Income Statement App
• Contributions & Withdrawals Compare App

The conversation sets out how these integrations remove manual effort, help reduce operational risk, and support consistent data between Transact and intelliflo systems. They also discuss why reliable data is essential for accurate reporting, meeting regulatory expectations, and supporting firms as they adopt more advanced technology.

Available on Spotify or Apple Podcasts.

The post The Transact Platform Podcast – intelliflo & Sprint app integrations, income statements, plus contributions & withdrawals appeared first on Sprint Enterprise Technology.

Built in collaboration with Transact and integrated with intelliflo, the app gives advisers a simple way to compare and reconcile data. This marks the latest phase in our ongoing partnership with Transact, following previous success in delivering bespoke remuneration tools.

“This app is all about visibility. We’re giving advisers a tool that flags discrepancies, saves time, and reduces the risk of giving advice based on incomplete or inaccurate information. The reaction from firms has been universal, they want better data in their CRM and a way to resolve these issues. This app provides a way of solving that.”

“The feedback we received from advice firms was that accurate contribution and withdrawal data in intelliflo office is essential for client-facing activity, especially at annual review time. But until now, reconciliation has been largely manual or deprioritised.”

Robin Bevan, CEO, Sprint Enterprise Technology

Read the full article: Citywire, New Model Adviser, Money Marketing, FT Adviser, Financial Planning Today, Professional Planner and IFA Magazine

The post Transact launches contributions & withdrawals app developed by Sprint Enterprise appeared first on Sprint Enterprise Technology.

“This integration is a prime example of how the ‘build once, receive many’ principle transforms the adviser tech ecosystem.

By connecting to the FINIO data hub, Fintegrate will access data from multiple platforms via a single, scalable connection, removing the burden of bespoke, point-to-point connections. It’s not just about streamlining data; it’s about driving tangible efficiencies, increasing data accuracy, and letting advisers focus on what truly matters: delivering value to clients.”

Gary Shepherd, director, business development

Read the full article: Professional Paraplanner

The post FINIO powers new integration with Fintegrate appeared first on Sprint Enterprise Technology.

GrowthInvest has integrated its technology with intelliflo office through Sprint Enterprise Technology’s FINIO data hub, revolutionising how advisers manage private market and tax-efficient investments.

Available through the intelliflo store, this new integration enables wealth managers to seamlessly track and report on alternative investments—including VCTs, EIS, Business Relief products, and private market funds—directly within their back-office system. The integration delivers a standardised view across GrowthInvest’s comprehensive investment product range.

Read the full press release at: Money Marketing and IFA Magazine

The post GrowthInvest partners with Sprint Enterprise & intelliflo with data integration appeared first on Sprint Enterprise Technology.

The partnership eliminates manual data entry while providing advisers with comprehensive transaction data and enhanced portfolio management tools. AJ Bell joins seven other platforms already benefiting from FINIO’s capabilities, with the hub now managing £70bn in Assets Under Management across multiple platforms, software systems, and advice firms.

Read the full press release at: FT Adviser, Money Marketing and Financial Planning Today.

The post AJ Bell and FINIO integration to transform adviser data management appeared first on Sprint Enterprise Technology.

“This partnership with Sprint Enterprise means we can help advisers by giving them timely access to updated portfolio data, eliminating the need for manual input and ensuring data integrity. It forms part of our continuous strategy to offer tailored best-in-class support for advisers that meet their clients’ needs in every way.”

Will Searle, Operations Lead at Whitman Asset Management

Read the full press release at: Citywire

The post Sprint Enterprise partners with Whitman Asset Management appeared first on Sprint Enterprise Technology.

“We are delighted to have worked with Transact and intelliflo on this project. The delivery of remuneration statements marks a step change in the functionality available through the FINIO data hub – and a great example of how it can help streamline and automate what historically have been manual processes.”

Robin Bevan, CEO, Sprint Enterprise Technology

Read the full press release at: Money Marketing

The post Sprint Enterprise partners with Transact to deliver adviser remuneration files to intelliflo office via FINIO data hub appeared first on Sprint Enterprise Technology.

We’re delighted to announce we’re rolling out our investment data hub FINIO to advice firms!

To date, six firms have signed up to the FINIO data hub and they include: Mazars, Fairstone, Saltus, Lumin Wealth Management, Cooper Parry Wealth and Fry Family Office.

As part of the launch, we ran a poll asking advisory firms how they would use the data with some of the findings added to the press release. For the full findings of the poll, click here: Data essentials for advisory firms

“It has long been a problem that historical transactions are normally lost when switching platforms; a clear pain point when advisers need to provide clients with performance data over time.”

“Advice firms caught in this situation have previously had to stitch together transaction data from the outgoing platform to the incoming one. This is no simple task for even the most well-resourced of firms.”

Robin Bevan, CEO, Sprint Enterprise Technology

Read the full press release on: FT Adviser

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