The integration gives advice firms using Xplan access to reconciled Fundment valuation and transaction data from inception directly within Xplan. By removing manual processes, FINIO helps firms improve data consistency when using both systems.

Fundment is the latest investment platform to connect to FINIO, Sprint’s data hub for the wealth management industry.

“We’re pleased to support Fundment as it extends its data delivery to more advisory tools. The lack of integration between systems has been a long-standing frustration for the industry, and this is exactly the type of progress needed. FINIO enables platforms to scale their data distribution efficiently, while advice firms benefit from reliable, consistent data that can be used across systems, supporting better client outcomes.“

Robin Bevan, CEO, Sprint Enterprise Technology

Read the full article on Money Marketing.

The post Sprint’s FINIO hub integrates Fundment with Iress Xplan appeared first on Sprint Enterprise Technology.

Before a report reaches a client, firms often need to gather data from multiple investment platforms, reconcile discrepancies, validate figures and prepare information for review meetings. For many advisers and support teams, this process still involves significant manual effort. 

To help address this challenge, Sprint Enterprise Technology and Fintegrate have partnered to create a more connected route from investment platform data to adviser reporting. 

Connecting data and reporting 

The partnership brings together Sprint Enterprise’s FINIO data hub and Fintegrate’s Footprint reporting software. 

FINIO gives advisory firms access to investment platform data through a single, standardised source. Data is reconciled, enriched and delivered in a consistent format across multiple platforms. 

That data can then flow directly into Footprint, where it is used to generate client-ready reports, including: 

• Performance reporting 
• Money-weighted returns 
• Transaction histories 
• Portfolio valuations 
• Cost and charges disclosures 

For firms with Consumer Duty obligations, Footprint’s cost and charges disclosures also support the consistent, evidence-based reporting the FCA expects. 

The result is a more efficient workflow, reducing the effort required to move from raw investment data to completed client reports.

Addressing two distinct challenges

Gary Shepherd, Business Development Director at Sprint Enterprise Technology, believes the industry often views reporting as a single challenge when there are, in fact, two separate issues to solve. 

“For many years, the industry has treated adviser reporting as a single challenge when, in reality, there are two. The first is obtaining accurate, consistent investment data from platforms. The second is turning that data into meaningful information that advisory firms and clients can use and understand.

FINIO was built to address the data challenge. Footprint was built to address the reporting challenge. By bringing the two together, firms can benefit from a connected workflow that reduces manual effort while improving the quality and consistency of reporting.” 

The partnership also reflects Sprint’s wider mission to support a more open and integrated wealth management industry by enabling the flow of accurate and reliable investment data between systems. 

Giving advisers more time to focus on clients 

Gurdit Singh, CEO and Founder of Fintegrate, sees the benefits from an adviser’s perspective. 

“I’ve worked as a financial adviser, and I know exactly how much time can be lost between a client’s portfolio and a client-ready report. Reconciling data, checking figures and building reports can take advisers away from the work that matters most.

Connecting Footprint with FINIO removes much of that effort. Firms benefit from accurate investment data and compliant reporting through a more streamlined process.” 

As advisory firms continue to seek greater efficiency and stronger data foundations, partnerships between specialist technology providers can help reduce operational complexity and improve the quality of information delivered to both advisers and clients.

If your firm is still spending time manually gathering data and building reports ahead of client reviews, Footprint can help. Find out more at fintegrate.co.uk or request a demo to see it in action. 

The post From investment platform data to adviser reporting: Sprint Enterprise and Fintegrate partner to simplify the process appeared first on Sprint Enterprise Technology.

Building direct means maintaining multiple integrations, handling different data formats, and managing reconciliation across every connection. It’s a significant engineering commitment, and it grows with every investment platform added. For a CRM or advice tool focused on doing one thing well, it can pull focus away from the core product.

Our FINIO data hub removes that overhead. It connects to over 20 UK investment platforms and delivers clean, normalised and reconciled data through a single integration point. Software providers build once to FINIO to gain access to data from across the market in a standard format.

Today, Glimzer, a CRM and practice management platform built for UK financial advice firms, joins the FINIO ecosystem.

What this means for advice firms

For firms using both FINIO and Glimzer, plan and valuation data now flows directly into the CRM. Advisers can see current holdings and valuations within the system they already use to manage client relationships without logging into separate tools, without manual re-keying, and without uncertainty over whether the data is up to date.

Build once, connect to many

FINIO sits between UK investment platforms and the software providers that serve advice firms. It takes data from multiple investment platforms, each with its own structure and delivery method and converts it into a single, consistent format. The data is normalised, reconciled and enriched before it reaches the downstream system.

For a software provider like Glimzer, one integration replaces what would otherwise be dozens of individual platform connections. There’s no need to handle raw data from each provider, manage format differences, or build a separate reconciliation layer.

“Manual admin is one of the biggest time drains in any UK financial advice firm. Duplicate data entry, switching between systems to find a single number, and maintaining records manually all add up. Every hour spent on this is an hour not spent with clients. Partnering with Sprint Enterprise and their FINIO data hub was an obvious step. Gary, Emma, and the wider Sprint team have been great to work with and made the build process smooth.”

Tom Matthieson, Founder, Glimzer

“We’re pleased to welcome Glimzer into the FINIO ecosystem. We focus on working with partners who are building well-designed, practical tools for UK financial advice firms, and Glimzer fits that well. By connecting to FINIO, firms can access reliable, up-to-date investment data within their CRM, helping reduce manual work and improving day-to-day efficiency.”

Gary Shepherd, Business Development Director, Sprint Enterprise Technology

About Glimzer

Glimzer is a CRM and practice management platform built specifically for UK financial advice firms. Its aim is simple: give firms their time back. Less admin, more time with clients. It’s built in the UK and designed around how advice firms actually work.

Get connected

If your firm already uses FINIO and you’re exploring CRM options, Glimzer is now fully connected to your data. Get in touch with the Glimzer team to see the integration in action.

If you’re a software provider looking to bring clean, reconciled investment data into your system without building connections to every platform individually, get in touch with the Sprint team to learn more about the FINIO ecosystem.

The post Glimzer partners with Sprint Enterprise: one connection, 20+ investment platforms appeared first on Sprint Enterprise Technology.

“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, CEO, Sprint Enterprise Technology

Read the full article: Money Marketing.

The post AJ Bell Custody Solutions integrates automated valuations into intelliflo office via FINIO appeared first on Sprint Enterprise Technology.

It’s contributions and withdrawals data, those crucial inflows and outflows that everything else depends on. Client reviews, suitability reports, the lot. The trouble is, this data is often incomplete, wrong, or missing altogether. And because it’s tucked away in practice management systems, firms naturally assume it’s all tickety-boo. It’s not.

What we found was a bit of a shock

We decided to dig into this properly, so we looked at 14 advice firms – over 10,000 policies and 200,000 transactions. The results were worse than we’d expected:

• A third of policies weren’t showing in the advisers back-office system at all
• Even when they were there, only 40% had contributions and withdrawals that actually matched
• Some firms were seeing reconciliation accuracy drop below 20%

Now, the firms we spoke to weren’t naive; they knew there would be some gaps. But this scale? Nobody saw that coming. And here’s the thing: when these mismatches work their way into annual reviews or cashflow calculations, they’re directly undermining the advice process. It’s a simple question: if the contributions and withdrawals are wrong, how can the client’s report be right?

This isn’t just a numbers game

Different firms handle this data differently. Some use it mainly for annual reviews, others push it directly into their financial planning tools. But here’s what they all have in common: they need this data to accurately reflect what’s actually happening with their clients’ money. Especially now, with Consumer Duty breathing down everyone’s necks around transparency and fair outcomes.

The problem is, plenty of firms are writing reports and making recommendations based on data that bears no resemblance to what’s actually sitting on the platform. Nobody’s doing it on purpose, but that doesn’t make the consequences any less real.

So, we built something to fix it

That’s where the contributions and withdrawals app comes in.

Transact commissioned it, and we developed it in the intelliflo office practice management software. What it does is pretty straightforward; it spots the differences between what’s on the investment platform and what someone’s manually keyed into their back-office system.

It’s been launched on the intelliflo store with the idea to give advisory firms a simple way to compare and sort out these discrepancies without creating yet another long-winded and complicated process to manage. We didn’t want to just point out the problem, we wanted to actually help solve it.

It comes down to trust

Here’s how we see it: sorting out this data isn’t really about technology; it’s about looking after clients properly.

These days, advisers need to back up their recommendations with solid data. They need to explain performance using data. They need to create personalised strategies that are actually based on what’s real. So, when the contribution and withdrawal records you’re relying on don’t match what’s actually happening, your advice isn’t just less helpful, it’s vulnerable. 

Getting this right starts with having data you can actually trust.

Find out more about the contributions and withdrawals app.

The post How can you write a compliant client report if the data is wrong? appeared first on Sprint Enterprise Technology.

• 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, Sprint Enterprise Technology

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.