Fastrak is the leading client reporting solution that allows financial advisers to produce premium quality and great-looking reports in a time-efficient manner.
As of September 2022, Fastrak can be used with moneyinfo to enable you to easily create and deliver your investment reports directly onto your clients' branded app.
Where the client report requires approval, e.g., a Rebalance or Fund Switch report, this info is passed back to your Fastrak system so you can see who has agreed to your recommendations.
Furthermore, your clients can easily provide any required authorisations directly online back into your reports using the safe and secure two-way integration.
That's a fully integrated and customer-friendly digital reporting and communication process that reduces effort, time, and errors, whilst enhancing engagement.
Benefits of integrating moneyinfo with Fastrak are:
- Create customised investment reports using data integrations with 23 platforms and back-office systems
- Rebalance portfolios or switch funds on demand
- Instantly obtain fully traceable authorisations
- Provide transparent client communication via a user-friendly Interface
The new integration provides significant efficiencies for your business, and allows you to bulk generate your client review reports, then deliver them to your client on any device.
Book a demo to find out how you can offer the best of both worlds whilst taking your client reporting to the next level!