The integration data hub of choice

For software providers who need to supply investment data to their clients, FINIO provides clean and enriched data, that’s easy to connect to and available in multiple formats. As a software provider, don’t spend the time and effort building point to point connections to multiple platforms, connect once to FINIO and receive all of your investment data from a single source.

Connecting software providers with investment platforms

One connection

One connection

Receive data from investment platforms in a normalised way by just connecting to one data hub. Save time by building to one hub and not multiple endpoints.

 

Easy to connect

Easy to connect

The FINIO data hub can deliver data in multiple formats. We do the complicated work, normalising the data for you, making it easier for you to access and build against.

 

Access your data

Access your data

Save resources by accessing bulk valuations, bulk transactions, inflows/outflows and remuneration files from investment platforms in a format that suits you.

Our integrated software providers

Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
Integrated Partners
With more coming soon…

What you can expect

Enrichment

Enrichment

FINIO streamlines investment data for advisory firms, encompassing both straightforward valuation data (policy numbers, ISINs, units, and prices) and intricate transaction data.

Transaction data, with its ever-changing 200+ codes, demands a nuanced understanding for accurate interpretation, including accounting for historical corrections.

This reconciliation process can be daunting, especially for policies spanning decades with thousands of transactions. Yet, it's a vital step for advisory firms to provide precise client reports. FINIO takes care of data enhancement, reconciliation, and normalisation, ensuring that advisory firms receive consistently formatted data effortlessly.

 

Distribution

Monitoring

Warehousing

Support

What FINIO for platform clients say

What FINIO for platform clients say

“Adviser Cloud is thrilled to utilise the services of Sprint Enterprise and their FINIO data integration hub solution. It bolsters our data integration capabilities benefiting the users of our software and their end clients. Connecting to FINIO was a seamless process, and it has proven to be a dependable and steadfast data hub since implementation."

Ewan Humphreys, tech lead, Adviser Cloud

FINIO for software providers

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FINIO for investment platforms and advisory firms

FINIO is also powering the likes of both investment platforms 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...

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