Supporting Financial Advisers

Sprint can help Financial Advisers in one of two ways. First, our award winning client reporting solution called Fastrak – a powerful and easy to use reporting solution to generate the valuation and/or portfolio management reports that you want for your clients. Second, for those intermediaries that want an aggregated feed of platform data into their back-office or other reporting solution, FINIO can provide you with an aggregated data feed across all the platforms and, where required, back-office that you operate.

Solutions for Financial Advisers

Fastrak has been developed over ten years and allows financial advisers to design the reports they want for their clients – your branding, your content, your language, and to the level of detail that you want.

Fastrak is integrated with over 20 investment platforms and the larger CRMs so you can generate the same reports for clients irrespective of which platform holds their investment holdings. And because we get transaction data from most platforms, you can include true investment performance in your reports.

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Some intermediaries have developed their own reporting solutions for their clients – and just need the investment data to fuel those reports.

We know from experience that building connections to multiple platforms is a tricky task – so why not allow FINIO, our data hub, to do this on your behalf.

FINIO will collect your platform data from source, reconcile it, normalize it, and pass you a single data feed across all the platforms that you operate.

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