Solutions to enhance your advisory firm's efficiency
Managing connections across various platforms is complex. Our data hub, simplifies this multi-platform process.
Let FINIO take care of collecting, reconciling, and standardising your platform data, providing you with a single, cohesive data feed that spans the investment platforms you use.
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Experience smoother operations and data management with FINIO.
Unleash the power of a decade of innovation: Introducing Fastrak, your customisable client reporting solution.
Reports that truly reflect you – your branding, your voice and your content. Imagine a world where over a decade of expertise is distilled into Fastrak, the ultimate reporting solution for advisory firms. Fastrak seamlessly integrates with investment platforms, third-party software providers including major CRMs, enabling you to deliver consistent, impactful reports utilising clean and reconciled transaction data.
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