Enjoy the benefits of the game-changing capabilities of Finio, our award-winning data hub. This significantly reduces the effort and time to distribute discretionary fund managers’ data to the many software providers and advisory firms needing DFM data.
Finio solves this challenge by acting as your central data distribution hub. We securely deliver DFM data to software providers and advisory firms, dramatically reducing costs and operational friction.
“This partnership with Sprint Enterprise means we can help advisers by giving them timely access to updated portfolio data, eliminating the need for manual input and ensuring data integrity. It forms part of our continuous strategy to offer tailored, best-in-class support for advisers that meet their client’s needs in every way.”
Will Searle, operations lead, Whitman Asset Management
DFMs need to get data out to multiple software providers and advisory firms, each wanting it in a different format. As portfolio complexity grows, the number of integrations and the effort required to maintain them increases significantly.
Finio acts as a central distribution hub. A DFM connects once, and Finio securely delivers that data to authorised software providers and advisory firms in the formats they require.
Yes. By replacing multiple bespoke integrations with a single connection to Finio, DFMs can reduce integration costs, simplify ongoing maintenance, and minimise technical complexity.
All data distributed through Finio is done using secure mechanisms. We offer a variety by default and can tailor to parties' individual needs.
Yes. This is Finio's core function for DFMs. By connecting once to the hub, DFMs can distribute data to multiple authorised software providers and advisory firms without managing separate integrations.
© 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..
