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The data integration hub for the wealth management industry

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7IM signs up to FINIO the new data integration hub. Learn more.
Raymond James signs up to FINIO the new data integration hub. Learn more.

Welcome to FINIO

The sharing of investment data between systems is becoming increasingly critical to well run and efficient wealth management practices. At the same time, the data being shared is becoming more complex as solution providers increasingly need transaction level data to power their applications.

FINIO addresses this by connecting investment platforms with solution providers for the flow of investment data.

What FINIO clients say

In today’s digitally focussed world, the provision of good quality data in an efficient and integrated way is fundamental to how advisers and financial planners are wanting to do business. We’re therefore excited to announce that we have partnered with Sprint Enterprise Technology and adopted their FINIO hub to help us enhance the digital experience of those who use the 7IM Platform.

Verona Kenny, Managing Director Intermediary, 7IM
What FINIO clients say

We are delighted to partner with Sprint for their FINIO data integration hub solution, allowing us to significantly enhance our data integration capabilities for both intermediaries that introduce business to discretionary managers working with Raymond James, as well as for firms using our platform. The quality of the Raymond James data, combined with the rich FINIO capabilities, are a winning combination.

Cynthia Poole, Director of Relationship Management and Business Support, Raymond James

Connecting platforms with solution providers

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Investment Platforms

Build one connection to FINIO and deliver investment data to multiple Solution Providers

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Solution providers

Build one connection to FINIO and receive an aggregated data feed across multiple Investment Platforms

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Easy to
connect

FINIO is not prescriptive on data formats, FINIO can accept or deliver data in any format

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Access the data you need

FINIO provides both bulk data feeds and on-demand ‘report ready’ packets of data

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Customer support

The FINIO data team provide first-line support to help Intermediaries or Solution Providers

Main features

Distribution

The industry hub that connects Investment Platforms with Solution providers for the distribution of bulk or on-demand investment data

Enrichment

FINIO reconciles, enriches and normalises investment data from Investment Platforms before making it available to Solution Providers

Warehousing

FINIO provides a data warehouse allowing Solution Providers to access the data they need without the need to store locally

Monitoring

FINIO provides Investment Platforms and Solution Providers with monitoring and provisioning dashboards to control the flow of investment data

Support

The FINIO team provide first-line support to handle questions that may arise from making complex data available to Intermediaries

FINIO at a glance

£bn

Investment data managed by FINIO

m

Investments managed
by FINIO

Solution providers accessing data via FINIO

Our Fastrak Integration partners

Click to see assets under management for each of our partners

AUM £m
281

AUM £m
1068

AUM £m
765

AUM £m
1662

AUM £m
192

AUM £m
328

AUM £m
10

AUM £m
583

AUM £m
147

AUM £m
787

AUM £m
89

AUM £m
36

AUM £m
436

AUM £m
483

AUM £m
1320

AUM £m
1285

AUM £m
2255

AUM £m
209

AUM £m
591

AUM £m
1827

AUM £m
821

AUM £m
3839

AUM £m
134

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