Parmenion, FINIO and Fastrak – a powerful partnership

We’re delighted to announce that Parmenion is now fully integrated with the award winning FINIO data hub to deliver full transaction data to Fastrak custom performance reporting.

The new integration will deliver full transaction histories into Fastrak’s award-winning reports, making adviser administration quicker and easier. It means that Fastrak users can now:

• Run full investment performance reports between dates
• Rebalance portfolios and produce customised client reports
• Produce detailed client valuation reports

Here’s Mike Morrow’s view of the FINIO/Fastrak integration:

“We are committed to provide the best service to our advisers and this new integration is a shining example of that. Sprint Enterprise is the first partner to consume and fully reconcile our transaction data and this will enable their clients to get full transaction histories into both Fastrak and FINIO.”

If you’d like to know more about how our data in Fastrak can enhance client reporting for your business, please get in touch.

You can find the press release here. 

This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity.

Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.