Fastrak automatically collects all of your firm's investment data from your back office and platforms and provides workflow and client reporting functionality. Fastrak Reports enable you to build a new investment recommendation report, rebalance client portfolios, switch clients out of one fund and into another or produce valuation reports between dates. All reports can be published to a secure client portal, which also gives your clients 24/7 access to their portfolio data.
Fastrak's core is enhancing your productivity and enabling you to produce higher quality and fully branded client reports.
For a personal demonstration or to find out how Fastrak can help you deliver great client reviews, please contact Gary Shepherd