Supporting software providers with data

Third-party software providers crave seamless investment data flow to supercharge their software applications. Yet, the quest for data can be a maze of time-consuming challenges. In general, investment platforms make their data available in different ways and just when clarity beckons, change ultimately unfolds.

Introducing FINIO, the award-winning data hub that provides efficient delivery of clean and enriched platform data. Say goodbye to juggling point-to-point puzzles and tap into a single data gateway, harmonising data across investment platforms so you can focus on delivering your applications without the data complexity.

How FINIO helps software providers

The fix

Sprint Enterprise recognises that software providers’ data needs are very different – the idea of a one size fits all is fantasy.

FINIO for software providers adopts a very flexible approach – at one end, FINIO can provide a bulk data feed (valuations and/or transactions) and at the other end, an on-demand offering that allows software providers access to packets of data they require. We also understand that some software providers require calculations or aggregation to be done on raw data and FINIO also provides this.

The feeds

FINIO’s bulk feed API enables software providers access to bulk files daily. These files are available for either valuations only or valuations and transactions (where available from the investment platform). FINIO also provides feeds of both aggregated’ data (cumulative inflows of outflows), and calculated data (growth or investment return on a policy between two given dates).

Not all software providers want bulk data feeds - why pass vast quantities of data when only smaller subsets are required? FINIO’s on-demand, API solution, enables software providers to leverage specific data you require.

The format

Sprint Enterprise isn't prescriptive about how we provide the data to you.

FINIO’s data feeds are available as daily bulk CSV flat file downloads via SFTP, or as on-demand policy data packets via API calls returning JSON.

Sprint Enterprise highlights

There’s a huge amount of investment data powering Fastrak reports!
The following figures highlight the quality and stability of the data powering our client’s reporting.

£32bn
Investment data managed
by wealth managers
3.5m
Investments
managed
1,150
Financial advisers
supported by Sprint

Our integration partners

Our integration partners supply data to us and into our Fastrak reporting solution, ensuring data in client reports is as accurate as it can be. Click to see the assets under management for each partner.

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AUM £m
1962
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AUM £m
1113
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AUM £m
2055
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AUM £m
1968
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AUM £m
184
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AUM £m
443
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AUM £m
5
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AUM £m
479
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AUM £m
156
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AUM £m
532
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AUM £m
92
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AUM £m
347
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AUM £m
5678
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AUM £m
361
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AUM £m
631
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AUM £m
1151
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AUM £m
7
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AUM £m
2393
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AUM £m
207
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AUM £m
560
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AUM £m
4145
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AUM £m
455
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AUM £m
124
What OUR clients say

What our 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.

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