Changing complex financial data to your advantage

Accurate investment data sits behind much of the work wealth management firms do. When formats, delivery schedules and technical requirements differ, moving that data between platforms, software systems and advisory firms can take more time than it should. Sprint Enterprise takes care of that complexity, so your team does not have to manage every connection on its own.
Trusted by many of the most respected firms in the market.
Finio | The industry data hub

The industry data hub

The wealth management industry is getting more complex, with disparate systems and different data formats. This can dramatically increase the amount of data effort by you and essentially adds costs to your business, regardless of whether you’re an investment platform, discretionary fund manager, software provider or advisory firm.

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Fastrak | The reporting solution

The client reporting solution

To produce good quality client reports, you need investment data that’s easy to obtain and in a consistent format. You also need to produce them in a time-efficient manner as we’ve seen some advisory firms take over 4 hours to produce a single client report! This just isn’t sustainable for a profitable business. Introducing Fastrak reporting.

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Who we support

Advisory Firms

Advisory firms

Manage investment data and produce branded client reports with less manual work

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Investment Platforms

Platforms

Distribute platform data to software providers and advisory firms with less effort

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DFMs

DFMs

Send data to software providers and advisory firms more efficiently, with less manual effort

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Software Providers

Software providers

Access accurate investment data from multiple platforms through one connection

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  • Client testimonials highlighting benefits of using Fastrak for reporting

    "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."

    Jonathan Gunby, chief executive officer, Integrated Financial Arrangements

  • Client testimonials highlighting benefits of using Fastrak for reporting

    "This partnership with Sprint Enterprise means we can help advisers by giving them timely access to updated portfolio data, eliminating the need for manual input and ensuring data integrity. It forms part of our continuous strategy to offer tailored, best-in-class support for advisers that meet their client’s needs in every way.”

    Will Searle, operations lead, Whitman Asset Management

  • Client testimonials highlighting benefits of using Fastrak for reporting

    "Adviser Cloud is thrilled to utilise the services of Sprint Enterprise and their Finio data integration hub solution. It bolsters our data integration capabilities benefiting the users of our software and their end clients. Connecting to Finio was a seamless process, and it has proven to be a dependable and steadfast data hub since implementation."

    Ewan Humphreys, tech lead, Adviser Cloud

  • Client testimonials highlighting benefits of using Fastrak for reporting

    "Fastrak provides us with a far more professional-looking report system than we had with our back office. The reporting system also gives us options between compound annual return measurements and simple return measurements.”

    Gregor Johnston, director, Fitzallan Limited

  • Client testimonials highlighting benefits of using Fastrak for reporting

    "It is important to have accurate transaction-level data for reporting purposes. It is essential as we can’t produce the valuation reports we want to send to clients on a money-weight basis but also from a MiFID II perspective. I would recommend Fastrak to others, not least because we are now saving between 20-50% of time producing valuation reports”

    Darren Weeks, managing partner

Why companies choose Sprint

Team of data experts at Sprint Enterprise ensuring accurate investment data integration

Data experts

We aggregate investment data from multiple platforms, check its accuracy before delivering it directly into the software systems your business already uses with confidence.

 
Sprint Enterprise team with deep technical skills and financial services experience

Industry pedigree

We have an outstanding team who offer a blend of deep technical skills and experience with a real understanding of the financial services industry.

 
Sprint Enterprise team delivering efficiency and accuracy in wealth management data”

Delivering efficiency

We improve efficiency across wealth management by providing accurate, reconciled data, reducing rekeying and cutting the need for time-consuming manual processes across your business.

Data that works harder, so you can work smarter!

What does Sprint Enterprise Technology do for financial firms?
Sprint Enterprise Technology provides data integration and reporting solutions for the UK wealth management industry. Its technology helps investment platforms, software providers, DFMs and advisory firms manage the flow of accurate investment data between systems, while reducing manual work and supporting more efficient reporting.
Is data processed by Sprint Enterprise Technology secure and GDPR compliant?
Sprint Enterprise Technology takes data security and data protection seriously. Specific details on hosting, encryption, GDPR compliance and regulatory controls should be confirmed internally before publication.
How does the Finio data hub simplify investment platform integrations?
Finio provides one connection to investment data from multiple platforms. It receives, reconciles, enriches and normalises the data before delivering it in a consistent format, reducing the need to build and maintain separate point-to-point integrations.
Can Finio connect investment data directly to my CRM?
Yes. Finio can supply investment platform data to CRM, back-office and other third-party software systems. Depending on the agreed feed, this can include valuations, transactions, inflows, outflows, fees and charges.
What types of client reports can Fastrak generate for advisers?
Fastrak produces customised client reports for wealth management firms. Reports can include portfolio valuations, investment performance, asset allocation, transaction history and other agreed content, with control over branding, layout and presentation.
How does Fastrak combine data from multiple investment platforms?
Fastrak uses data supplied through the Finio data hub. Finio collects data from connected platforms, reconciles and normalises it, then makes it available to Fastrak in a consistent format for consolidated client reporting.

Ready to make your investment data work harder?

Discover how Sprint can simplify integrations, automate reporting and help your business move faster.

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