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 here (source FT Adviser)
