Sprint is pleased to announce the enhanced integration of Parmenion’s transaction data with Fastrak and FINIO. This will deliver full transaction histories into our award-winning reports, making your administration quicker and easier. This integration enables Fastrak users to run:
- Full investment performance reports between dates
- Rebalance portfolios and produce customised client reports
- Produce detailed client valuation reports
- Show clients performance of their portfolio online
Mike Morrow, chief commercial officer at Parmenion said “We are committed to provide the best service to our advisers and this new integration is a shining example of that. Sprint Enterprise is the first partner to consume and fully reconcile our transaction data and this will enable their clients to get full transaction histories into both Fastrak and FINIO.”
Contact us to discuss how Parmenion’s data in Fastrak can provide you with an enhanced client reporting solution for your business on 0333 939 8270.