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.

Finio is Sprint Enterprise’s award-winning data hub, providing software providers with a single source of investment data from multiple platforms. Data is reconciled, enriched and delivered in a consistent format, removing the need to build and maintain separate integrations with each platform. Your team can spend less time managing data connections and more time developing your software.

How Finio helps software providers

The fix

Software providers need different types of investment data. Finio can supply daily bulk feeds, on-demand data packets, and calculated or aggregated data where required. Providers connect once to Finio rather than building and maintaining links to multiple investment platforms, reducing the integration work needed to access data.

 

The feeds

Finio supplies daily bulk files for valuations, with transactions where available from the investment platform. It also provides aggregated inflow and outflow data, calculated growth or investment returns between specified dates, and on-demand data packets through an API. Providers can select the feed that meets their requirements.

 

The format

Finio supplies daily bulk data as CSV flat files through SFTP, while on-demand policy data packets are returned as JSON through API calls. This gives software providers a choice between scheduled bulk files and specific data requests, according to the format and delivery method their system requires.

Sprint Enterprise highlights

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

Our integration partners

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.

Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
168
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
566
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
2591
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
568
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
36
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
41
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
1
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
242
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
170
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
190
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
6324
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
27
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
587
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
345
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
25
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
708
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
28
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
448
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
142
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
3321
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
822
Trusted investment platform logos integrated with Sprint Enterprise technology
AUM £m
239
  • Client testimonials highlighting benefits of using Fastrak for reporting

    “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

Common questions, answered

How does Finio give software providers access to investment platform data?

Finio aggregates data from multiple investment platforms into a single feed, allowing software providers to connect once rather than building and maintaining separate integrations with each platform.

What data formats does Finio provide - bulk files or on-demand API?

Both. Finio can deliver daily bulk CSV files via SFTP or provide data through an on-demand API that returns JSON, depending on your requirements.

Can software providers get calculated or aggregated data, not just raw data?

Yes. Finio can provide aggregated data, such as cumulative inflows and outflows, as well as calculated data, including growth and investment returns between two dates.

Why use Finio instead of building direct integrations with each investment platform?

Investment platforms and DFMs expose data in different formats, and those formats evolve over time. Finio absorbs that complexity, allowing software providers to integrate once and receive consistent, standardised data.

Does Finio support on-demand as well as bulk data feeds?

Yes. Finio supports both on-demand API access and bulk data feeds, giving software providers the flexibility to choose the delivery method that best suits their systems.

Ready to make your investment data work harder?

Discover how Sprint can simplify integrations, automate reporting and help your business move faster.

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