The investment data hub for DFMs

For DFMs that need to supply data to multiple endpoints, FINIO is the data hub that distributes DFM data to software providers and financial advisory firms. Unlike other hubs or DFMs doing this themselves, FINIO reduces the time, effort and ultimately cost, and ensures the delivery of accurate and enriched data to the required destination.

Distributing DFM data to software providers and advisory firms

Data distribution

Data distribution

Connect to FINIO and let our data hub distribute your data to where it needs to go - advisory firms and third-party software providers.

 

One connection

One connection

Build to one data hub and let us take the strain and distribute your data to the many software systems in wealth management – saving you time and money.

 

Technical support

Technical support

Not only does Sprint Enterprise do the technical data work, but we also supply the data support, meaning you don’t have to.

Are you a DFM?

How the FINIO data hub works for DFMs

The go-to investment data hub for discretionary fund managers

Are you a DFM looking to distribute your data?
If so, arrange a FINIO call with an expert today

Get in touch and let’s have a chat about how FINIO can save you time and money.
What FINIO for DFM clients say

What FINIO for platform clients say

“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

FINIO for software providers and advisory firms

FINIO is also powering the likes of both software providers and advisory firms who are reaping the benefits of a single integration with clean and reconciled data, bringing tangible benefits to their businesses. Find out how...

Software providers

Software providers

Advisory firms

Advisory firms

FAQs

What tools integrate financial data between DFMs and other software systems?

Many DFMs use a data hub to connect with multiple platforms through a single, secure integration. Hubs like FINIO can standardise, reconcile, and distribute investment data efficiently to various advisory and reporting systems.

How can DFMs connect to multiple platforms and adviser systems without building separate integrations?

DFMs increasingly use integration hubs to avoid building individual connections to each platform or CRM. Solutions like FINIO offer a single access point, simplifying the delivery of investment data across multiple counterparties.

What’s the most efficient way for DFMs to deliver consistent data to other software systems?

Using a data hub allows DFMs to standardise and enrich their investment data before it’s distributed. FINIO, for example, helps ensure the same clean and reconciled dataset is delivered to every platform, CRM, or reporting system.

How do DFMs provide up-to-date valuations and transaction data to advisers?

Near real-time data feeds from a central integration layer can keep advisory systems current. Data hubs like FINIO support the delivery of live or frequently updated valuations and contributions and withdrawals, improving data reliability.

What’s the best way to reconcile investment data before it reaches advisory systems?

Automated data reconciliation is becoming essential for DFMs. A centralised hub like FINIO can reconcile, validate, and clean investment data before distribution to advisory firms, reducing manual corrections and operational risk.

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