Solution introduction
Your customised client reporting solution
Provide your clients with high quality reports with enriched data across all the investment platforms they operate
Fastrak reports for wealth management firms
For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high-quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak offers a greater level of detail, customisation and efficiency than you would normally get from your CRM but aren’t.
Fastrak in numbers - You’ll love the stats
There’s a huge amount of investment data powering Fastrak reports. The following figures highlight the quality and stability of the data powering our client’s reporting.
- £66 billion - Fastrak investments (AUM)
- 327,000 - Fastrak investment wrappers
- 122,000 - Reports generated
