If you are managing your client portfolios, Fastrak will remove the risks associated with manual calculations and significantly increase efficiency in your office.
Providing your clients with a valuation or performance report should be a simple process. Fastrak will bring significant efficiency to your report production.
The way you interact with clients has changed, giving clients access to their data 24/7 is the new normal. Revolutionise the way you interact with clients.
At the core of all we do is your clients investment data powered by our inhouse solution, Finio. We will gather your data automatically, no manual intervention.
Click to see assets under management for each of our partners