Finio is the award winning data hub that connects investment platforms, discretionary fund managers with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems.
Finio provides a better and more cost effective way to integrate with the industry’s software systems – a single connection to Finio enables an integration to most third party software systems.
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Simplify data distribution and save time and cost with Finio – the only hub that homogenises and reconciles DFM data before delivering it to third-party software systems and with technical support.
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Finio delivers fully reconciled and enriched data feeds in various formats from most of the industry’s investment platforms. A single connection enables simpler integrations, plus great support.
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Finio delivers fully reconciled and enriched data feeds in various formats from the industry’s investment platforms. Reducing time, effort and cost of delivery of accurate and enriched data.
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Finio simplifies the integration landscape between investment platforms, DFMs, software systems and advisory firms for the flow of investment data.
Finio ensures data is accurate, is fully reconciled, and adds additional ‘flags’ to make it more readily usable by software systems and/or advisory firms.
Finio makes a number of data feeds available to software systems and/or advisory firms – tailored to their needs and delivered in a format that works for them.
Finio users also benefit from having just one port of call for all platform data queries.
Accessing quality, reconciled and enriched investment data is becoming a necessity for many wealth management companies.
The Finio data hub is connected to many of the most widely used investment platforms, DFMs and leading third-party software providers used by advice firms. This allows advice firms to easily access investment data (typically valuations and transactions) from the investment platforms they use – and to integrate this data seamlessly into the back-office or other systems they use to deliver their advice proposition.
| ✓ | Live | - | Coming soon |
| Product provider | Bulk valuations | Bulk transactions |
|---|---|---|
| AJ Bell | ✓ | ✓ |
| Aviva Wrap | ✓ | |
| Fundment | ✓ | ✓ |
| GrowthInvest | ✓ | ✓ |
| Hubwise | ✓ | ✓ |
| M & G Platform | ✓ | ✓ |
| Nucleus | ✓ | ✓ |
| Parmenion | ✓ | ✓ |
| Quilter | ✓ | |
| Raymond James Wealth Management | ✓ | ✓ |
| Seven Investment Management | ✓ | ✓ |
| Transact | ✓ | ✓ |
| Wealthtime | ✓ | ✓ |
| Whitman Asset Management | ✓ | ✓ |
| Wealthtime Classic | ✓ | ✓ |
| Tech provider | Bulk valuations | Bulk transactions |
|---|---|---|
| 2Plan | ✓ | ✓ |
| Adviser Cloud | ✓ | - |
| AdviceObjects | ✓ | - |
| Afternoon Finance | ✓ | ✓ |
| Confidante | ✓ | ✓ |
| Direct to Adviser | ✓ | ✓ |
| Ekorn Tech (Hybrid Advice) | ✓ | ✓ |
| Fintegrate | ✓ | ✓ |
| FutureForm | ✓ | ✓ |
| Fuze Apps | ✓ | ✓ |
| Intelliflo Office | ✓ | - |
| Iress Xplan | ✓ | ✓ |
| Moneyinfo | ✓ | - |
| Ningi | ✓ | ✓ |
| Pilot Financial Systems | ✓ | - |
| Plannr | ✓ | ✓ |
| Salesforce | ✓ | ✓ |
| SS&C | ✓ | ✓ |
| Time4Advice / Curo | ✓ | - |
| Timeline | ✓ | ✓ |
| Wealth Portal (Family Capital) | ✓ | ✓ |
| WealthCraft / Morningstar | ✓ | ✓ |
| WealthObjects / AdviceObjects | ✓ | ✓ |
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.
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.
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.
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Sprint Enterprise Technology Ltd. Company registration number 07305173.
Registered office address: 43 Richmond Hill, Bournemouth, BH2 6LR.
Registered in England and Wales. VAT number 107092635..
