Sprint’s Fastrak platform includes a client review and rebalancing solution for financial advisers. The tool aggregates client investment data from multiple platforms and back-office systems. It is designed to identify deviations from model portfolios and generate the required trades to bring them back into alignment, removing associated manual calculations.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS:

Client Portals