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Your Portfolio Build & Review Solution

Fastrak automatically...

...consolidates your client investment data from across multiple wrap platforms, back office systems and fund providers.

This does away with the need for manual intervention and enables all aspects of client reporting through a user friendly solution.

What Fastrak does

  • Build a new investment recommendation
  • Review and Rebalance a client portfolio
  • Produce a client asset statement
  • Provide a client performance report
  • Bulk switch funds
  • Deliver reports to a secure client portal

How will I benefit

  • Fastrak can save you an average of 18 hours per week
  • You can rebalance your client portfolio in less than 7 minutes
  • Your reports will be customised to your brand
  • Fastrak is cloud based so no installations
  • Your data is collected automatically so no rekeying required
Fastrak covers four main processes:

Portfolio ManagementPortfolio Management

Whether you run an in-house centralised investment proposition or you achieve this via a third party, Fastrak will enable you to produce a new portfolio report to your prospective customer in just minutes.

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Valuations & PerformanceValuations & Performance

Valuations and performance provides two options for reporting, depending on the integration with your wrap platform and the length of time that your data has been flowing through Fastrak.

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Business IntelligenceBusiness Intelligence

Fastrak collects data from several sources for you, which then powers a set of very powerful MI dashboards.

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Client PortalClient Portal

Sprint can provide your customer portal which is both private and secure enabling you to share your client reports directly with your clients.

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arrow  Quick insight into the Fastrak process

Fastrak Illustration Portfolio Valuation Intelligence Portal

Platform Partners

Our platform partners that have have jumped on board and just keeps growing!

Strategic Investors

Jonathan Gunby, Chief Development Officer of Integrated Financial Arrangements plc says

Transact“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.”

Case Study

Please view our video case study to hear what our clients have to say about Fastrak and how it has helped their business.

Why work with Sprint?

Sprint - is a leading supplier of investment workflow solutions to the UK financial Advisory market. We will help you use the power of cloud technology to drive best practice in your business.

Whether you need to improve the way you deliver your centralised investment proposition, automate your investment recommendations, or if you are just looking to deliver smarter or more professional valuation reports to your clients, we’re here to help.

Learn more about the company

Sprint in the Press

  • Raymond James and Sprint release data integration to Fastrak clients

    June 2015
    Raymond James and Sprint Enterprise today announced the release of a new integration of full transaction histories in to Sprints’ Fastrak solution.

    October 2014
    Sprint Enterprise Technology, a market leading technology provider to wealth management advisers, has been recognised at the Aberdeen UK Platform Awards and named highly commended in the Leading Innovation category.

    Sprint Continues to Expand Investment Capabilities for its Clients

    August 2014
    Data from Standard Life, Aviva and AXA Elevate platforms now available to Fastrak clients - Manual adjustment capability added to Fastrak’s functionality.

    Survey reveals major wealth manager concerns post RDR

    July 2014
    Lack of integration between technology systems is resulting in an increased burden for wealth managers, approximately 95% say it can take up to six hours to create a client’s annual investment report.

    Advisers split on post-RDR report writing burden

    July 2014
    Lack of integration between technology systems is resulting in an increased burden for wealth managers, with approximately 95 per cent saying it can take up to six hours to create a client’s annual investment report.

    Tech Review: The Fastrak to efficiency?

    July 2014
    In his latest instalment, the lang cat's Mark Polson revisits the Sprint Enterprise Technology system promising to make onerous tasks like client report writing a whole lot easier.

    Transact eyes further stakes in tech firms

    July 2014
    Transact is considering taking more stakes in software companies after the platform acquired a 15 per cent interest in Sprint Enterprise.

    Sprint to the finish

    July 2014
    To state that a software product “gives the power back to the adviser” is a bold claim. But at a time when platforms and centralised investment propositions are increasingly involved in the management of client portfolios, Sprint Enterprise Technology has devoted the past few years trying to achieve exactly that.

    Sprint Enterprise Technology appoints Jonathan White as Sales and Marketing Director

    July 2014
    Sprint strengthens team with key appointments, as company enters next stage of development.

    Platforms and back-office systems are racing for the holy grail of data aggregation. Mark Polson looks for a winner

    June 2014
    I’ve been reminded of the debate by a couple of things recently. First, I sat with a guy from a company called Sprint Enterprise. Sprint has a system called Fastrak which helps advisers build, maintain and...

    Sprint signs up Sanlam for Fastrak service

    May 2014
    Sprint Enterprise Technology has netted a major client in the form of Sanlam Private Investments, having recently secured investment from wrap provider Transact.

    Transact acquires a 15% stake in Sprint Enterprise Technology

    May 2014
    Sprint Enterprise Technology (Sprint) the market leading technology provider to wealth management advisers, announces that Integrated Financial Holdings Ltd (“IHL”) owner of Transact, the UK’s leading wrap service provider, has acquired a 15% stake in the company. The investment will enable Sprint to continue the development and expansion of Fastrak. Under the arrangement, Jonathan Gunby, Chief Development Officer at Transact, will join Sprint’s Board.

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