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Your Portfolio Build & Review Solution

Market Sectors

Fastrak is aimed to the four market sectors below:

Financial AdvisersFinancial Advisers

Whether you outsource your investment management or keep it in-house, Fastrak enables you to manage your clients’ portfolios in a structured, compliant and consistent manner.
Fastrak enables you to generate a target portfolio strategy (whether Asset Allocation or Risk Allocation) and produces in depth client reports covering:

  • Client specific allocations to funds based on their profile
  • Transparent charging information
  • Buy/sell instructions to dealing platforms
  • Full audit trail of the decision process
 

Private BankingPrivate Banking

Fastrak provides a platform for you to build and maintain your in-house model portfolios and apply them to your clients’ holdings, providing a base for review.

Fastrak enables you to generate a target portfolio strategy (whether Asset Allocation or Risk Allocation) and produces in depth customised client reports.

Fastrak enables you to generate a target portfolio strategy (whether Asset Allocation or Risk Allocation) and produces in depth client reports covering:

  • Client specific allocations to funds based on their profile
  • Comprehensive information on the client and their core objectives – the "fact find"
  • Transparent charging information
  • Buy/sell instructions to dealing platforms
  • Potential to retain an audit trail of the decision process

Para-PlanningOutsourced Para-planning

Fastrak enables you to offer enhanced services to your clients whilst reducing both the amount of time and cost associated with producing client specific reports.

Fastrak has been designed to enable you to offer these services to multiple advisers from multiple firms whilst maintaining separation between your clients’ data.

  • Client specific allocations to funds based on their profile
  • Comprehensive information on the client and their core objectives – the "fact find"
  • Transparent charging information
  • Buy/sell instructions to dealing platforms
  • Potential to retain an audit trail of the decision process
 

Online PortalNetworks & National IFAs

Fastrak enables you to provide model portfolios for your advisers/associates whilst ensuring a structured, compliant and consistent approach.
With pre compliance checked and authorised reports available, this enables you to process business in a smooth manner.

The data that Fastrak captures enables you to have a unique insight into all the investments across your network and to interrogate this data from many different angles as well as identifying potential problem areas.

Fastrak enables your advisers to generate a target portfolio strategy (whether Asset Allocation or Risk Allocation) and produces in depth client reports covering:

  • Client specific allocations to funds based on their profile
  • Comprehensive information on the client and their core objectives – the "fact find"
  • Transparent charging information
  • Buy/sell instructions to dealing platforms
  • Potential to retain an audit trail of the decision process