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Welcome to Fastrak

Fastrak has been developed for forward thinking wealth management firms who want to provide their clients with the same high quality reports across all the Investment Platform they operate in an efficient manner. Fastrak has integrations in place with most Investment Platforms and the leading CRM solutions and pulls all your client’s investment data into one single, clean set of data, and provides you with a powerful and configurable reporting front end to produce the quality of reports that you want for your clients.

Benefits of deploying Fastrak into your business


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All your data in one place

Fastrak will collect a “super set” of your client’s investment data from your Investment Platforms and, where available, your back-office allowing you to see all your client’s investment data in one place.
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Calculating investment performance

Most of our Investment Platform integrations provide a full transaction history allowing us to calculate the true investment performance of a holding or portfolio over any data range.
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Increased efficiency

Fastrak clients tell us that by deploying Fastrak they have been able to significantly reduce the time taken to produce their client reviews – allowing them to spend more time with their clients
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Customised reports

Fastrak gives you unparalleled control over the look and feel and the content of your reports – allowing you to produce reports in your branding, with your fonts, using your language and including the content that your clients want.
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Delivering advice remotely

Fastrak provides you with all the tools required to conduct a review remotely – a secure client portal, secure document exchange, and, where required, electronic signatures.

The Fastrak processes



Managing your client portfolios

If you are managing your client portfolios, Fastrak will remove the risks associated with manual calculations and significantly increase efficiency in your office.

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Performance and valuations

Providing your clients with a valuation or performance report should be a simple process. Fastrak will bring significant efficiency to your report production.

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Your own secure client portal

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.

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Gathering your investment data

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.

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Why Fastrak?

This short video will give you an overview of how Fastrak can benefit your business.
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What our clients say

We have been able to save 15-20% of our time in producing reports compared to how we were producing them with word based reports.

BPH Wealth Management LLP

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Client reports generated in last 12 months in Fastrak

Our Fastrak Integration partners

Click to see assets under management for each of our partners


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