For DFMs that need to supply data to advisers that have invested directly with the DFM and not via a platform. Finio removes the manual sharing of data with those investors. 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.
Connect to Finio and let our data hub distribute your data to where it needs to go - advisory firms and third-party software providers.
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.
Not only does Sprint Enterprise do the technical data work, but we also supply the data support, meaning you don’t have to.
“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 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...
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.
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.
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.
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.
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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