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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.

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.

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See the benefits

Watch our short video to see how the Fastrak Online Client Portal revolutionises the way you interact with your clients and how you can take instructions from them.

Our integration partners

Click to see assets under management for each of our partners


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