FINIO data hub and Fastrak reporting - the detail

Investment data and client reporting can get technical, so, with that in mind, we’ve put together a range of brochures for those that want a little more detail.

FINIO data hub for software providers

FINIO data hub for software providers

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FINIO data hub for advisory firms

FINIO data hub for advisory firms

Download brochure

 

Fastrak client
reporting

Fastrak client
reporting

Download brochure

Solutions to enhance your firm's efficiency

FINIO

Find out more about the FINIO data hub. Whether you’re an investment platform, software provider or advisory firm, FINIO helps the wealth management sector become more efficient and integrated via reconciled and normalised integrations.

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Fastrak

For wealth management firms who want to provide clients with reports across all platforms they operate. Fastrak is a client reporting solution that provides efficiencies and enables the delivery of high quality, fully customised client reporting.

See for yourself
Not everyone ‘gets’ data

Don’t let data slow down your business – it’s time to Sprint!

Request a call and we’ll run you through how FINIO and/or Fastrak can drive real efficiency in your business through better data integrations and/or customised reporting. Whether you’re a platform, software provider or advisory firm, we’re here to help.

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