The challenge
Before using Fastrak, Bradbury Hamilton used to produce reports manually, via an old-style Word template and it was a very manual and slow process. They also use intelliflo office as their back-office system which, when coupled with inconsistent data feeds from some investment platforms causes them to manually intervene and manually input those regular contributions and withdrawals.
The solution
After researching the market, one of the main reasons for choosing Fastrak, was the good value when compared against the competition, plus Sprint Enterprise having a good reputation too.
“The transaction level data is key for us to show clients how well their portfolios have performed, the more minute detail that we have and the more that we can relay back to our clients over a period will be hugely beneficial.”
Lee McCarron, investments administration manager, Bradbury Hamilton Ltd
The impact
Since Bradbury Hamilton started using Fastrak, they’ve seen real, tangible benefits. One of which being the speed to which they can produce reports.
They’re now getting good, accurate and consistent reporting that their clients can understand – which is important for them to see how well their portfolio has done. In addition, their illustrations are very clear and their graphs very well labelled.
Since using Fastrak, they have seen real time efficiencies where it’s significantly sped up their processes in producing reports by approximately 25-50%.Contact us today
With FINIO and Fastrak, plus a support team on hand if you ever need it, getting customised reporting and quality investment data has never been easier.
The industry data hub that connects and optimises the flow of investment data between investment platforms and the many software providers used by financial advisory firms in the process of giving advice.
A client reporting application connected to FINIO, that allows financial advisers to produce customised premium quality and great looking reports for their clients in a time efficient manner, and tools to help advisers deliver advice remotely.
