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Your Portfolio Build & Review Solution

Thank you for choosing Fastrak Data to populate your cashflow plans with your clients updated valuations.

As well as your data, you will also get access to several areas of Fastrak which include:

Fastrak Dashboards – Fastrak collects data from several sources for you, which then powers a unique set of extremely powerful MI dashboards that include:

  • Assets under management
  • Asset allocation – both client and company
  • Funds
  • Policies

Secure client portal – The secure client portal will revolutionise the way you interact with your clients and how you make and receive instructions from them. The portal is white labelled to fit within your existing website and provides your clients with 24/7 access to their data.

To get started please complete the steps in the form sign up process below:

Step 1
Step 2
Step 3
Step 4
Step 5

Company Details

Personal Details