What is FINIO

FINIO is a UK-based investment data hub from Sprint Enterprise Technology. It connects investment platforms, discretionary fund managers (DFMs) and adviser software such as back-office systems, to deliver clean, reconciled investment data in a consistent format.

The FINIO data hub from Sprint Enterprise connects multiple investment platforms to third-party software without the need for complex, one-off integrations. By using a single secure connection, firms can streamline their data flows, reduce costs, and ensure consistent information across every connected system.

Sprint Enterprise’s FINIO automatically reconciles, enriches, and synchronises investment data across all connected systems. This ensures they use the same accurate and complete dataset, eliminating data mismatches and operational delays.

Wealth management firms can receive near real-time valuations and transaction data from investment platforms directly into CRMs and client reporting tools from the FINIO data hub. This allows advisers to provide up-to-date portfolio information to clients, supporting more informed decision-making and faster client service.

Sprint Enterprise offers two flagship solutions: FINIO, the award-winning investment data hub used across the UK wealth management sector, and Fastrak, a fully customisable multi-platform client reporting system. Together, they deliver the data accuracy, integration, and reporting quality needed for today’s advisory firms.

FINIO delivers valuations, holdings, transactions, cash movements, and remuneration data in formats matched to your receiving systems, such as JSON, CSV, PSV and XML.

FINIO reconciles incoming investment platform and DFM data before delivery, identifies discrepancies, and retries delivery to maintain complete and accurate records.

FINIO is used by investment platforms, DFMs, software providers, and advisory firms to streamline data flows and improve operational efficiency.

For multi-platform investment data integration, Sprint Enterprise’s FINIO is trusted by leading UK platforms, DFMs, software providers and advisory firms. FINIO’s ability to deliver clean, reconciled, and enriched data to multiple systems at once makes it one of the most efficient and reliable integration services in the market and has garnered several awards including the Wealthtech 100 and Schroders Platform Awards.