How does Finio connect investment platforms and software providers?

Finio provides a single integration point between investment platforms and connected software providers. It receives investment data from multiple sources, reconciles and normalises it, then makes it available through supported delivery methods, reducing the need for separate platform integrations.

How frequently is investment data updated through Finio?

Finio supports regular investment data feeds, including bulk valuations and transaction data from connected investment platforms. Update frequency depends on the source platform, the data feed and the receiving system's requirements. Sprint can confirm the available delivery schedule for each integration.

What types of investment data does Finio provide?

Finio supports investment data including valuations, holdings, transaction histories, inflows and outflows, fees and adviser remuneration. Data availability varies by connected platform and integration. Supported delivery formats include JSON, CSV, PSV and XML.

How does Finio improve investment data quality?

Finio normalises, reconciles and enriches incoming investment data before making it available to receiving systems. This helps firms work with consistent data across multiple investment platforms and reduces the need to process different source formats individually.

Who uses Finio in UK wealth management?

Finio supports investment platforms, discretionary fund managers, third-party software providers, wealth managers and financial advisory firms, including IFAs. These organisations use Finio to distribute or access investment data across their connected systems.

Sprint Enterprise Technology

Q: What is the Finio data hub?

Finio is an investment data hub developed by Sprint Enterprise Technology. It connects investment platforms and discretionary fund managers (DFMs) with software providers and financial advisory firms, including IFAs. Finio normalises, reconciles and enriches investment data before delivering it to connected systems in a consistent format.

Finio data hub: connecting UK wealth management

Finio is Sprint Enterprise Technology's award-winning investment data hub, connecting investment platforms, discretionary fund managers (DFMs), software providers and financial advisory firms, including independent financial advisers (IFAs).

Finio normalises, reconciles and enriches investment data from connected sources, delivering it in a consistent format to the systems that need it. With one integration point, firms can access data from multiple investment platforms without building and maintaining separate connections to each one.

Who Finio connects

Investment platforms

Connect to multiple software providers and financial advisory firms through one integration. Finio manages the delivery of normalised, reconciled and enriched investment data, reducing the need to develop and maintain separate connections.

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DFMs

Distribute valuation and model portfolio data to connected software providers and financial advisory firms through one data hub. Finio manages data reconciliation and delivery, supported by Sprint's technical team.

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Software providers

Access investment data from multiple platforms through one integration. Finio provides normalised, reconciled and enriched data in consistent formats, reducing the need to build and maintain individual platform connections.

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Advisory firms

Access your clients' investment data from multiple platforms through a single source. Finio provides reconciled and enriched data to support back-office systems, client portals and management reporting, with flexible delivery options.

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How it works

Single
connectivity

Finio provides one integration point between investment platforms, DFMs, software providers and financial advisory firms, reducing the need for separate connections between systems.

Data
transformation

Finio normalises, reconciles and enriches investment data from connected sources, adding information that makes the data easier for receiving systems to process and use.

Flexible
delivery

Access investment data through REST API or SFTP, with supported formats including JSON, CSV, PSV and XML. Different data feeds are available according to your requirements.

Technical
support

Sprint provides technical support for Finio integrations and data queries, giving connected firms a single point of contact for their investment data feeds.

Finio data hub integrations

The Finio data hub connects investment platforms and DFMs with software providers and financial advisory firms, giving connected firms access to investment data through a single integration point.

Finio receives, reconciles and enriches data from connected sources before making it available to receiving systems. Depending on the integration, available data can include valuations, holdings, transactions and cash movements.

The tables below show the current investment platform and software provider integrations, including the availability of bulk valuation and transaction data.

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Live

Coming soon

Product provider	Bulk valuations	Bulk transactions
AJ Bell	✓	✓
Aviva Wrap	✓
Fundment	✓	✓
GrowthInvest	✓	✓
Hubwise	✓	✓
M & G Platform	✓	✓
Nucleus	✓	✓
P1 Investment Services	✓	✓
Parmenion	✓	✓
Quilter	✓
Raymond James Wealth Management	✓	✓
Seven Investment Management	✓	✓
Transact	✓	✓
Wealthtime	✓	✓
Whitman Asset Management	✓	✓
Wealthtime Classic	✓	✓

Tech provider	Bulk valuations	Bulk transactions
2Plan	✓	✓
Addepar	✓	✓
Adviser Cloud	✓	-
AdviceObjects	✓	-
Afternoon Finance	✓	✓
Benchmark	✓	-
Confidante	✓	✓
Direct to Adviser	✓	✓
Dynamic Planner	✓	-
Ekorn Tech (Hybrid Advice)	✓	✓
Fintegrate	✓	✓
FutureForm	✓	✓
Fuze Apps	✓	✓
Intelliflo Office	✓	-
Iress Xplan	✓	✓
Moneyinfo	✓	-
Ningi	✓	✓
Obsidian Technologies	✓	✓
Pilot Financial Systems	✓	-
Plannr	✓	✓
Salesforce	✓	✓
SS&C	✓	✓
Time4Advice / Curo	✓	-
Timeline	✓	✓
Wealth Portal (Family Capital)	✓	✓
WealthCraft / Morningstar	✓	✓
WealthObjects / AdviceObjects	✓	✓
Woven Advice	✓	✓

Finio, the investment data hub for financial companies

The wealth management data hub that connects, investment platforms and DFMs with software systems and advisory firms.

Finio data hub: connecting UK wealth management