Fastrak reports for wealth management firms

For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak offers a greater level of detail, customisation and efficiency than you would normally get from your CRM but aren’t.

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Incredible benefits of Fastrak...

Our integration partners

Our integration partners supply data to us and into our Fastrak reporting solution, ensuring data in client reports is as accurate as it can be. Click to see the assets under management for each partner.

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AUM £m
1962
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AUM £m
1113
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AUM £m
2055
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AUM £m
1968
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AUM £m
184
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AUM £m
443
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AUM £m
5
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AUM £m
479
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AUM £m
156
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AUM £m
532
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AUM £m
92
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AUM £m
5678
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AUM £m
361
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AUM £m
631
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AUM £m
1151
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AUM £m
7
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AUM £m
2393
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AUM £m
207
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AUM £m
560
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AUM £m
347
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AUM £m
4145
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AUM £m
455
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AUM £m
124

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Fastrak’s key features can help you

Managing client portfolio

Managing client portfolio

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

Annual rebalance report

Annual rebalance report

Our client review and rebalance solution gathers data from across your wrap platform(s) and your back office to enable you to identify the relevant changes needed to bring your client portfolios back in line.

View sample report

Fund switch recommendation

Fund switch recommendation report

Should you need to switch a single client or hundreds of clients out of a single fund and into another, then our fund switch functionality will make this process simple and quick.

View sample report

New Investment Recommendation

New investment recommendation report

When you need to report to a client (or prospective client) on how you will build them a new portfolio, our new investment process will detail all this for your client and can include all the relevant data you would expect. From fact sheets to costs.

View sample report

Performance & valuations

Performance & valuations

Providing your client with a detailed valuation or performance report should be a simple process. Fastrak can deliver 2 types of report for you:

Investment Performance report

Investment performance report

This report allows you to show clients how well (or not) their portfolios have done over several date ranges. The level of detail you show is entirely up to you

View sample report

Ad hoc valuation report

Ad hoc valuation report

This report will take no longer that 2 minutes to produce and enables you to give clients an updated valuation on an ad-hoc basis or regularly.

View sample report

Gathering investment data

Gathering investment data

At the core of all we do is your Investment Data powered by our inhouse solution, FINIO, whether it be data from our 20+ Platform integrations, your back office or Financial Express or Morningstar, we do the heavy lifting so you can spend your time with your clients.

Fastrak gathers your data automatically, no manual rekeying and you do not need to schedule this or be involved, we do this for all of your clients everyday.

The Fastrak Process

 

Secure client portal

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.

The Fastrak client portal allows you to revolutionise the way you interact with your clients and how you take instructions from them. From delivering their annual reviews to getting their authority for a fund switch, the Fastrak portal provides real-time, secure collaboration with your clients.

 

Fastrak in numbers - You’ll love the stats

There’s a huge amount of investment data powering Fastrak reports.
The following figures highlight the quality and stability of the data powering our client’s reporting.

£67bn

Fastrak investments (AUM)

359k

Fastrak investment wrappers

135k

Reports generated



A deeper dive into Fastrak

Want to know more? Download our brochure and pass it on to your colleagues. We’d love to chat to you about how our solutions can revolutionise your business.

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What Fastrak clients say
  • What Fastrak clients say

    "It is important to have accurate transaction-level data for reporting purposes. It is essential as we can’t produce the valuation reports we want to send to clients on a money-weight basis but also from a MiFID II perspective. I would recommend Fastrak to others, not least because we are now saving between 20-50% of time producing valuation reports"

    Darren Weeks, compliance and operations manager

  • What Fastrak clients say

    "Fastrak enabled us to do our valuations much more effectively and efficiently as we use multiple platforms. Before this, we had to use our back office system to get the figures from each platform and then manually add them into our reports which was time-consuming and a drain on our resources. Fastrak means we can now do this at the press of a button, resulting in a faster, more streamlined valuation service, which is better for us and our clients."

    Martin Kettle, director/chartered financial planner, Concerva

  • What Fastrak clients say

    "Using the Fastrak tool has revolutionised the valuation process, enhancing efficiency, aesthetics, and overall quality of valuation reports. Gone are the days of laborious semi-manual valuations. This has streamlined the entire process, saving valuable time and effort. The improved efficiency allows for faster turnaround times, enabling employees to focus on higher-value tasks."

    Colette Noble, director of strategy, LIFT-Financial Group

  • What Fastrak clients say

    "Fastrak is firmly embedded as a key product in our software solutions at McLaren. Having pin-sharp data is critical for us to produce accurate portfolio performance and Fastrak delivers this faultlessly for valuations and day-to-day client servicing. The portfolio rebalancing module is a game changer as it saves endless hours servicing portfolios. We could not live without Fastrak and the team at Sprint."

    Rory St Johnstone, managing director, McLaren Capital.

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