Fastrak collects your investment data from the Ascentric Platform automatically and makes this available in 3 reports:
- Asset Statement – Run on any date
- Performance Report – Run between dates
- Waterfall Report – A customised version of the report available on Platform
Your reports will be customised to reflect your brand enabling you to engage your clients with effective financial reviewsYou also benefit from Access to the Fastrak Dashboards which provide invaluable MI on your data.
Note: Ascentric provides Daily Valuation Data overnight and, Daily Transaction Data on a weekly basis.
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