With Sprint Enterprise you can unleash the potential of your advisory firm in two ways. First, elevate your operations with Finio – our cutting-edge data hub that can streamline and optimise the flow of investment data to multiple systems. Second, harness the power of Fastrak – our bespoke client reporting solution, which enables advisers to deliver high-quality, fully customised and branded client reports.
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.
Experience smoother operations and data management with Finio.
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.
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.
Not only do our integration partners connect to our Finio data hub, but they also 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.
“Fastrak provides us with a far more professional-looking report system than we had with our back office. The reporting system also gives us options between compound annual return measurements and simple return measurements.”
Gregor Johnston, director, Fitzallan Limited
Finio consolidates, cleans and standardises data from multiple investment platforms into a single feed. Fastrak is client reporting software that uses that data to produce customisable investment reports. The two solutions work together and complement each other rather than competing.
Yes. Fastrak allows advisory firms to customise report layouts, colours, charts, narrative text, performance periods and disclosures, creating consistent, branded and compliant client reports using clean data from Finio.
Finio collects, reconciles and standardises data from the investment platforms an advisory firm uses, delivering one cohesive, consistent data feed for reporting and analysis.
Sprint Enterprise's solutions are used by approximately 1,500 financial advisers.
Fastrak aggregates data from more than 24 UK wrap and platform providers, including AJ Bell, Transact, Pershing, Nucleus and Quilter, giving advisers a single, consistent view of client portfolios regardless of where assets are held.
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