your independent portfolio build & review solution · what is fastrak? fastrak is a software...

ENTERPRISE TECHNOLOGY PORTFOLIO BUILD & REVIEW

Introducing FASTRAKYour Independent Portfolio Build & Review Solution


Introducing Fastrak | Your Independent Portfolio Build & Review Solution www.sprintenterprise.co.uk

What is Fastrak?

Fastrak is a software solution specifically designed for any company providing Investment Management to private clients/trusts & company pension arrangements.

Fastrak will significantly reduce both the amount of time and cost associated with reviewing investment portfolios, delivered utilising the latest development software as a “Cloud” proposition.

Fastrak is broken down into 2 main categories:

z Fastrak – Build a report with new funds z Fastrak – Review a portfolio and reallocate funds based on a core investment strategy

Currently, you can take between 2-4 hours to produce a detailed portfolio report; this will be via a combination of bringing together data from several disparate systems within your practice, these systems include:

z Back office data z Trading platform data z Fund research solutions

Fastrak can produce a report of average complexity in 15 minutes thereby saving you both a considerable amount time and money in the process.

http://www.sprintenterprise.co.uk



What is Fastrak- BUILD?

Fastrak Build enables your advisers to provide a straight through investment process to your clients with a simple technology solution

FASTRAK - BUILD generates a target portfolio strategy (whether Asset Allocation or Risk Allocation) and produces in depth reports covering:

z Client specific allocations to funds based on their profile

z Comprehensive information on the client and their core objectives – the “fact find”

z Transparent charging information z Risk factors z Buy/sell instructions to dealing platforms z Potential to retain an audit trail of the

decision process

BuildInvestment

StrategyOnce

Core Info

Risk Profile

Wrap Info

Owner Profile

1 2 3

Client DataInput

InputTax Wrappers

Print Report




What is Fastrak- REVIEW?

Fastrak Review enables your advisers to REVIEW portfolios as part of their everyday service to your customers

The deployment of Fastrak review into your business will enable you to:

z Provide a consistent investment approach to your clients

z Reduce the cost associated with manually preparing reports

z Allow you to offer some level of service to your mainstream clients in order to retain any fees

z Ensures consistency and compliance in the reporting output

z Schedule the review dates for portfolio reviews

ReviewInvestment

StrategyOnce

Core Info

Risk Profile

Wrap Info

Switch Info

1 2 3

UpdateValuations

Review andRestructure

Print Report




Fastrak Benefits to Advisers

Enables you to produce INVESTMENT REPORTS (of average complexity) in 15 minutes

Average saving per plan produced by Fastrak are:

z £358.20 z 4.2 hours

Enables you to spend:

z More time visiting clients z Generating revenue z Less time writing INVESTMENT REPORTS

Streamlines Compliance and ensures consistency

argentumWealth Management

Investment ReportMr and Mrs Goldstein12 March 2012

Argentum Wealth Management is authorised and regulated bu the Financial Services Authority.

Prepared in confidence.

This report contains reference to past performance of certain investments. Past performance is not a good guide to the future, and unless a capital guarantee has been significantly mentioned, all investments may fall as well as rise and you may not get back the full amount invested especially on early retirement.

All information, data and documentation associated to all clients are treated as strictly private and confidential. All data provided is protected under the terms of the Data Protection Act and confidential in accordance with the terms of the UK Financial Services Act.

argentumWealth Management New Portfolio: Mr and Mrs Goldstein

Prepared in Commercial Confidence Date Printed: 12 March 2012

argentumWealth Management New Portfolio: Mr and Mrs Goldstein

Prepared in Commercial Confidence Date Printed: 12 March 2012



For further information

For more information on how Sprint Enterprise Technology can help your business, please contact us on on 0845 123 3803 or by email [email protected].

Head Office: Queen Street CourtyardQueen StreetGodalmingSurreyGU7 1BA

your independent portfolio build & review solution · what is fastrak? fastrak is a software...

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