1. Welcome to Fastrak
Fastrak 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

2. 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;
zz Build a new portfolio
zz Rebalance an existing client portfolio
zz 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:
zz Branded for you – provide professional
looking reports
zz Instant – you can produce an Asset
Statement in under 3 minutes
zz Flexible – allowing you to add
additional content as you see fit
Portfolio
Management
Valuations
and Performance

3. 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.
zz Assets under management
zz Asset allocation
zz Gainers/Losers
zz Data import status
zz List of client policies
zz Reports produced
zz Fund dashboards
zz 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.
zz Customise the portal to your
requirements
zz Ready immediately
zz Put your clients in control
Business
Intelligence
Online
Client Portal

4. How fastrak works
ADVISER INPUT
Models & Profiles
Investment Commentry
Charges & Disclaimers
Secure
Client
Access
Asset
Statements
Valuation
Reports
Management
Information
Business
Intelligence
Investment PlatformsBack Office Systems Life Companies Financial Data Hubs
FASTRAK COLLECTS ALL YOUR DATA ACROSS DIFFERENT PLATFORMS
FASTRAK COVERS FOUR MAIN PROCESSES
VALUATIONS
PERFORMANCE
BUSINESS
INTELLIGENCE
ONLINE
PORTAL
Model
Portfolios
Portfolio
Reviews
New
Investment
Bulk Fund
Switching
PORTFOLIO
MANAGEMENT
HOURLY DAILY DAILY ON-DEMAND
TM
Adviser inputs their:
An insight into how Fastrak manages your data and processes.

5. 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.

6. How Fastrak Manages your Data
Sprint 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 1
Portfolio
Mr D Jones
(BACK OFFICE)
The Jones Family
(BACK OFFICE)
01/03/2012– 20000 units
01/09/2012– 10000 units
CURRENT MULTIPLE DATA SOURCES
MrsA Jones
(BACK OFFICE)
Platform 2
Portfolio
Pension ISA SIPP
50000
units
of FundY
10000
units
of FundZ
5000
units
of FundA
DATA
For further information
For 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.