Fastrak – sample reports

Get your sample reports - from managing client portfolios to performance and valuations. Download your samples today.

New investment recommendation

Fastrak reports

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Annual
rebalance

Fastrak reports

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Fund switch recommendation

Fastrak reports

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Ad Hoc
valuation

Fastrak reports

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Investment performance

Fastrak reports

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There's customisation and there's Fastrak customisation

Others will tell you that their systems will allow you to customise your client reports, putting a logo on a report is not customisation!

No one allows you to customise your client reports like Fastrak.

Fastrak customisation

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