Welcome to FastrakFastrak collects all of your investment data from back office and platforms which enables you to reduce the time, cost and risk in producing your client reports.

PORTFOLIO BUILD & REVIEW

www.sprintenterprise.co.uk.

ENTERPRISE TECHNOLOGY

Fastrak covers four main processes

1. Portfolio Management 2. Valuations and Performance

Whether you run an in-house centralised investment proposition or you achieve this via a third party, Fastrak will significantly reduce both the time taken and risk associated with managing client portfolios.

By embedding Fastrak in your business you will be able to;

z Build a new portfolio z Rebalance an existing client portfolio z Perform bulk fund switches in minutes

not hours

In a recent survey conducted by Sprint, our clients told us that they used to take up to 160 minutes putting together their annual client reports. Fastrak will enable you to do this in less than 7 minutes. Providing you with a client report that is:

z Branded for you – provide professional looking reports

z Instant – you can produce an Asset Statement in under 3 minutes

z Flexible – allowing you to add additional content as you see fit

Portfolio Management

Valuations and Performance

3. Business Intelligence 4. Fastrak Online Client Portal

Fastrak collects your data from several sources which then powers a set of powerful MI dashboards. These dashboards are fully configurable by you to show the information that you want to see.

z Assets under management z Asset allocation z Gainers/Losers z Data import status z List of client policies z Reports produced z Fund dashboards z Client dashboard

How you deliver your client reports can be as important as the content and how they look. The Fastrak portal will revolutionise the way you interact with your clients.

The Fastrak portal is “white labeled” to fit within your existing website and provides your clients with 24/7 access to their investment reports and recommendations.

z Customise the portal to your requirements

z Ready immediately z Put your clients in control

Business Intelligence

Online Client Portal

How fastrak works

ADVISER INPUT

Models & ProfilesInvestment CommentryCharges & Disclaimers

SecureClient

Access

AssetStatements

ValuationReports

ManagementInformation

BusinessIntelligence

Investment PlatformsBack Office Systems Life Companies Financial Data Hubs

FASTRAK COLLECTS ALL YOUR DATA ACROSS DIFFERENT PLATFORMS

FASTRAK COVERS FOUR MAIN PROCESSES

VALUATIONSPERFORMANCE

BUSINESSINTELLIGENCE

ONLINEPORTAL

ModelPortfolios

PortfolioReviews

NewInvestment

Bulk FundSwitching

PORTFOLIOMANAGEMENT

HOURLY DAILY DAILY ON-DEMAND

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Adviser inputs their:

An insight into how Fastrak manages your data and processes.

Manage your client proposition

Financial Advisers

Financial advisers have to manage multiple sources of client data in order to provide a consistent, compliant robust client proposition. Fastrak will consolidate all of this data for you. Giving you back your time so you can spend it with your clients not merging data.

Private Banking

Fastrak provides a platform for you to build and maintain your in-house model portfolios and apply them to your clients’ holdings, providing a base for review.Fastrak enables you to generate a target portfolio strategy and produce indepth client reports.

Outsourced Para-planning

Fastrak enables you to offer enhanced services to your clients whilst reducing both the amount of time and cost associated with producing client specific reports. Fastrak has been designed to enable you to offer these services to multiple advisers from multiple firms.

Networks & National IFAs

Fastrak enables you to provide model portfolios for your advisers/associates whilst ensuring a structured, compliant and consistent approach. With pre compliance checked and authorised reports available, this enables you to process business in a smooth manner.

How Fastrak Manages your DataSprint is pleased to work with a large number of wrap platforms and back office providers.With these partners, we ensure that you can manage your client portfolios in a compliant and consistent way. We leave you to focus on what you do best: investing your clients’ money, marketing your services and providing your best service. Let us worry about the technical operations of running the data integration from across your platforms and back offices. Some of our platform partners include:

Transactions (Platform 1)

Investment(BOTH PLATFORMS)

Wrapper(BOTH PLATFORMS)

Portfolio(BACKOFFICE )

Client(BACKOFFICE)

Account(BACKOFFICE)

30000 units of Fund X

ISA

Platform 1Portfolio

Mr D Jones(BACK OFFICE)

The Jones Family(BACK OFFICE)

01/03/2012 – 20000 units01/09/2012 – 10000 units

CURRENT MULTIPLE DATA SOURCES

Mrs A Jones(BACK OFFICE)

Platform 2Portfolio

Pension ISA SIPP

50000 units

of Fund Y

10000 units

of Fund Z

5000 units

of Fund A

DATA

For further informationFor more information on how Sprint Enterprise Technology can help your business, please contact us on 0845 123 3803 or by email sales@sprintenterprise.co.uk.

ENTERPRISE TECHNOLOGY

TM

Innovation Centre, 99 Milton Park, Oxfordshire, OX14 4RY.