UK platform Parmenion has integrated with Sprint Enterprise Technology’s data hub to improve investment reporting for advisers.
The Fastrak and FINIO data tools by Sprint Enterprise will give advisers access to high quality data about their clients’ investments.
This will allow advisers to create investment reports from full transaction histories on the Parmenion platform, creating bespoke client reporting.
The FINIO data hub reconciles, enriches and normalises investment data from Parmenion and presents it in the format the adviser needs.
Fastrak will also allow advisers to show clients the performance of their portfolio online and provide client valuation reports.
Chief commercial officer at Parmenion Mike Morrow, said: “Parmenion is committed to delivering enhanced data and services to our adviser firms, recognising the need for deeper integrations with business-critical tools, and this new integration is a shining example of that.
“Sprint Enterprise is the first partner to fully reconcile our transaction data and this will enable their clients to get full transaction histories into both Fastrak and FINIO.”
Business development director at Sprint Enterprise Technology, Gary Shepherd, added: “Through our custom performance reporting solution Fastrak and our award-winning data hub FINIO, we hope to make it even easier for advisers to serve their clients well.
“Our reporting solution combined with the power of Parmenion’s data will allow advisers to create the investment performance reports they need, saving them time and money and demonstrating the value of their service to clients.”
