0333 939 8270 sales@sprintenterprise.co.uk Connect with us Follow us Let's Talk

Reporting on performance and 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

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

Investment Performance Report Between Dates

Snapshot Valuation

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

Snapshot Valuation

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


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