Fastrak covers four main processes:
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 & 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.
Fastrak collects data from several sources for you, which then powers a set of very powerful management information dashboards.
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.