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.
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.
Fastrak collects data from several sources for you, which then powers a set of very powerful management information dashboards.
Sprint can provide your customer portal which is both private and secure enabling you to share your reports directly with your clients.
Sprint is pleased to work with a large number of wrap platforms and back office providers. With these partners, we ensure that you can manage your client portfolios in a compliant and consistent way.
We leave you to focus on what you do best: investing your clients’ money, marketing your services and providing your best service. Let us worry about the technical operations of running the data integration from across your platforms and back offices.
Quick insight into the Fastrak process