Parmenion integrates with Sprint Enterprise’s Fastrak & Finio Data Hub
By Gloria Methri
Parmenion has announced that its adviser platform is now fully integrated with Fastrak and FINIO, tools that give advisers access to high-quality data about their client’s investments. The integration will mean advisers can create investment reports from full transaction histories on the Parmenion platform, making administration faster and easier and enabling bespoke client reporting.
The FINIO data hub reconciles, enriches, and normalises investment data from the Parmenion platform and presents it to advisers in the format they need. The Fastrak application allows intermediaries to create the reports they want with the level of detail they need, using their own wording and branding.
By using Fastrak, advisers on the Parmenion platform will be able to:
- Create full investment performance reports between custom date ranges;
- Produce customised client reports;
- Provide detailed client valuation reports;
- Show clients the performance of their portfolio online;
Both of these solutions are provided by Sprint Enterprise Technology.
Parmenion Chief Commercial Officer 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.”
Gary Shepherd, Business Development Director at Sprint Enterprise Technology, added, “We are delighted to be able to announce this new integration with our FINIO data hub and our partnership with Parmenion’s adviser platform. 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.”
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