For advisory firms who need to access to investment platform data, Finio is a data hub that provides a single source of data from multiple platforms. Unlike other hubs or companies building their own integrations, Finio delivers fully reconciled and enriched data in a consistent format across all platforms, together with ongoing support.
Remove the integration frustration as Finio connects and feeds data from investment platforms into CRM and other third-party software.
Don’t lose historical transaction data when switching investment platforms – Finio enables advisory firms to port this valuable client data.
Be safe in the knowledge that when using a client portal, your client investment data is accurate when using clean and reconciled Finio data.
Increased flexibility to do more with your clients’ investment data. Finio enables advisory firms to access data in a multitude of formats & delivery methods.
Data can be complicated and the Finio data hub simplifies this for you. Receive normalised data from your investment platforms via one easy to access hub.
The Finio data hub can deliver data in multiple formats. We do the complicated work, normalising the data and making it easier for you to connect and use.
Save time and effort by accessing bulk valuations, transactions, inflows/outflows and remuneration files from investment platforms in a format to suit you.
“Finio has allowed us to roll out Gateway (our in-house CRM solution) so much more quickly than we could have done had we needed to build point-to-point connections to all the many platforms that we operate. In addition, they have provided us with a couple of highly tailored data feeds (smart flows and smart AUA) which means we only need to process and store the data we really need. The Finio data feeds provide us with an aggregated data feed across over 22 different platforms, all in the same format."
Greg Horton, chief technology officer, Fairstone
Please note: If you can't see the calendar below, please enable all cookies to view.
(Click on the black cookie icon in the bottom left corner of your screen and change your consent)
Finio is also powering the likes of both software providers and advisory firms who are reaping the benefits of a single integration with clean and reconciled data, bringing tangible benefits to their businesses. Find out how...
The Finio data hub enables secure, automated data exchange between investment platforms, DFMs, software providers and advisory firms. By acting as a central hub, Finio reduces manual intervention, speeds up data delivery, and ensures the same clean, reconciled data is available to every connected application.
Using Finio, advisory firms can connect Transact, AJ Bell, and other platforms directly to intelliflo office, ensuring the delivery of clean, reconciled data. This eliminates the need for manual imports and allows advisers to maintain accurate, up-to-date client records for reporting and compliance.
Using a data hub such as Finio, all historical transaction data is stored and preserved, allowing firms to build a complete record of client investments. Fastrak then uses this data to generate accurate, long-term performance reports, ensuring advisers can provide detailed historical insights to clients.
Finio automatically cleans, reconciles, and enriches investment data before delivering it to adviser portals. This automation removes the need for time-consuming manual checks and ensures that advisers can access the most accurate information instantly.
© Copyright. Sprint Enterprise Technology. Empowering your investment data. All rights reserved. Cookie policy. Privacy policy.
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..
