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Your Portfolio Build & Review Solution

Valuations and Performance

Depending on the integration with your wrap platform and the length of time that your data has been flowing through Fastrak, you can either produce a simple Asset Statement or a fully detailed Valuation.

Valuations and Performance

Whether you need to improve the efficiencies in your business, automate your investment recommendations, or if you are just looking to deliver smarter, more professional valuation reports for your clients, we’re here to help you achieve best practice for your business.

  • Ready immediately - There is no delay, in many cases we are able to have your standard valuation reports up and running within a week of you agreeing to take our reporting service.

  • Consistent branding - you can add your logo and colours to your report

  • Flexible - additional content can be added as you require. You can do this before going live, or at any time thereafter.

To produce a detailed valuation report takes on average 3 minutes.
Fastrak automates the production of the valuation & performance client reports to include:

  • Executive summary
  • Company profile
  • Market Summary
  • Portfolio Valuation and Performance

Sample Reports

Please view our sample reports for Valuations and Investment Performance.

Sample Reports Sample Reports
Valuation Reports
(Landscape)
Valuation Reports
(Portrait)
   
Sample Reports Sample Reports
Investment Performance Reports
(Landscape)
Investment Performance Reports
(Portrait)

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Speak to us

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

0845 123 3803

arrow  Fastrak Process Diagram

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.