...consolidates your client investment data from across multiple wrap platforms, back office systems and fund providers.
This does away with the need for manual intervention and enables all aspects of client reporting through a user friendly solution.
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 MI dashboards.
Sprint can provide your customer portal which is both private and secure enabling you to share your client reports directly with your clients.
Quick insight into the Fastrak process
Our platform partners that have have jumped on board and just keeps growing!
Jonathan Gunby, Chief Development Officer of Integrated Financial Arrangements plc says
“Transact is pleased to be associated with Sprint and support their innovative approach to the adviser community.
Many Transact supporters also use Fastrak and, where instructed, we provide data to Fastrak and receive investment instructions via the adviser.”
Please view our video case study to hear what our clients have to say about Fastrak and how it has helped their business.
Whether you need to improve the way you deliver your centralised investment proposition, automate your investment recommendations, or if you are just looking to deliver smarter or more professional valuation reports to your clients, we’re here to help.