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Your Portfolio Build & Review Solution

Fastrak covers four main processes:

New Portfolio Build

Portfolio 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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Client Review & Rebalance

Valuations & 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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Portfolio Review and Rebalance

Business Intelligence

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

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Online Portal

Secure Online Portal

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

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Fastrak data - how this is achieved?

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.

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Fastrak Data
Fastrak Data

arrow  Quick insight into the Fastrak process

Fastrak Illustration Portfolio Valuation Intelligence Portal

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.