Fastrak reports for wealth management firms

"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, compliance and operations manager

"Fastrak enabled us to do our valuations much more effectively and efficiently as we use multiple platforms. Before this, we had to use our back office system to get the figures from each platform and then manually add them into our reports which was time-consuming and a drain on our resources. Fastrak means we can now do this at the press of a button, resulting in a faster, more streamlined valuation service, which is better for us and our clients."

Martin Kettle, director/chartered financial planner, Concerva

"Using the Fastrak tool has revolutionised the valuation process, enhancing efficiency, aesthetics, and overall quality of valuation reports. Gone are the days of laborious semi-manual valuations. This has streamlined the entire process, saving valuable time and effort. The improved efficiency allows for faster turnaround times, enabling employees to focus on higher-value tasks."

Colette Noble, director of strategy, LIFT-Financial Group

"Fastrak is firmly embedded as a key product in our software solutions at McLaren. Having pin-sharp data is critical for us to produce accurate portfolio performance and Fastrak delivers this faultlessly for valuations and day-to-day client servicing. The portfolio rebalancing module is a game changer as it saves endless hours servicing portfolios. We could not live without Fastrak and the team at Sprint."

Rory St Johnstone, managing director, McLaren Capital.