Harness the game-changing capabilities of Finio. Our award-winning data hub significantly reduces the effort required to deliver platform data to the many solution providers used by wealth management companies that need data in their applications.
Finio is also powering the likes of both software providers and advisory firms who are reaping the benefits of a single integration with clean and reconciled data, bringing tangible benefits to their businesses. Find out how...
As data complexity surges, solution providers’ hunger for transactional data to power their applications increases.
Enter Finio: Your gateway to unparalleled integration! Bridging investment platforms and software providers, Finio unlocks the flow of investment data that can amplify operational efficiency to another level.
Craft impeccable and bespoke reports seamlessly and swiftly with Fastrak, tailored for wealth management firms who need control and consistency.
Fastrak streamlines your client's investment data into a cohesive and clean dataset where you can empower your business with a dynamic reporting frontend. This enables you to create bespoke, top-tier investment reports that can truly resonate with your clients.
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.
“Transact is pleased to be associated with Sprint and support their innovative approach to the adviser community. Many Transact supporters also use Fastrak and, where instructed, we provide data to Fastrak and receive investment instructions via the adviser.”
Jonathan Gunby, chief executive officer, Integrated Financial Arrangements
Finio is Sprint Enterprise's data hub. Instead of building point-to-point connections to every software provider and advisory firm that needs your data, you connect once to Finio, and it handles cleaning, enriching, and distributing your data to the systems that need it.
Each new integration point adds ongoing build and maintenance cost. A single hub connection lets a platform serve many downstream software providers and advisory firms without managing separate technical relationships for each one.
No. Finio sits alongside a platform's core technology, handling data distribution so the platform can keep focusing on its own systems.
AJ Bell, Aviva Wrap, Fundment, GrowthInvest, Hubbies, M&G Platform, Nucleus, Parmenion, Quilter, Raymond James Wealth Management, Seven Investment Management (7IM), Transact, Wealthtime, Whitman Asset Management and Wealthtime Classic, with more on the way.
Sprint Enterprise manages approximately £100bn in investment data across 3.5 million investments, supporting around 1,500 financial advisers.
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