Our Integration partners
Click to see assets under management for each of our partners
1962
1113
2055
1968
184
443
5
479
156
532
92
347
5678
361
631
1151
7
2393
207
560
4145
455
124
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.
Calculate the true investment performance of a holding or portfolio over any date range.
Get unparalleled control over the look, feel and content of your reports.
Fastrak provides you with all the tools required to conduct client reviews remotely.
Fastrak benefits from integrations with over 20+ platforms, of which, 15 with full transaction histories.
Fastrak ensures consistent client reports with aligned content like T&Cs and market commentary.
Fastrak users cut time on mass rebalancing and report generation for client reviews.
Click to see assets under management for each of our partners
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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
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.
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.
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
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
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 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.
There’s a huge amount of investment data powering Fastrak reports.
Fastrak investments (AUM)
Fastrak investment wrappers
Reports generated
See the other impressive numbers
*Dec 2023