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Managing your client portfolios

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

Rebalance
to a Model

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

Rebalance to a Model

Fund Switch Recommendation

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

Fund Switch Recommendation

New Investment Recommendation

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

New Investment Recommendation

See the benefits

Watch our short video on rebalancing portfolios with Fastrak.

Our integration partners

Click to see assets under management for each of our partners


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AUM £m
281
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AUM £m
1068
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AUM £m
765
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AUM £m
1662
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AUM £m
192
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AUM £m
328
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AUM £m
10
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AUM £m
583
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AUM £m
147
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AUM £m
787
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AUM £m
89
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AUM £m
36
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AUM £m
436
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AUM £m
483
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AUM £m
1320
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AUM £m
1285
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AUM £m
2255
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AUM £m
591
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AUM £m
1827
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AUM £m
821
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AUM £m
3839
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AUM £m
134