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Your Portfolio Build & Review Solution

Case Studies

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

Magnus Financial Management

Magus Financial Management are independent financial advisers who have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

Sutherland IFA

Sutherland IFA is a private investment and wealth management business providing advice to families, private individuals and trusts.

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Book a demonstration

Book a demo now to see how Fastrak can really benefit your business.

Book a demo now

Speak to us

Speak to us

You can call us to arrange a meeting with one of our consultants.

0845 123 3803

The immediate benefits with Fastrak are:

1. Ready immediately

There is no re-keying of data required to get you up and running. You will find Fastrak works seamlessly with your current systems and your portfolio values are updated every day.
2. Simple to use

Fastrak’s step-by-step actions enable you to easily navigate the system. You will be delighted with the ‘neat’ way Fastrak represents your data.
3. Great value

Any bottlenecks in your investment process will be removed to free you up to focus on your clients allowing you to concentrate your resources on promoting your business.
4. Reliably supported

We understand you may need help using our systems and we have a dedicated team to support you.
5. Powerful

Fastrak is a powerful and sophisticated piece of software, with an enormous amount of powerful functionality behind the scenes.