Sanlam partners with Sprint
Sprint Enterprise Technology has been selected by Sanlam Private Investments Wealth Management (UK) for its Fastrak Portfolio Build & Review Solution.
Fastrak uses cloud technology to efficiently and accurately aggregate data and automate processes.
Using Fastrak will enable Sanlam to generate and manage investment portfolio strategies and deliver recommendations to its clients in a consistent, repeatable, compliant and user-friendly way. Fastrak will help Sanlam to drive efficiencies in its investment processes enabling advisers to spend more time with their clients.
Ian Porter, managing director of Sanlam Private Investments Wealth Management (UK) Ltd, says: “Fastrak is the market leading review and reporting workflow solution, enabling us to offer our clients a better service and a consistent investment proposition that improves efficiency and ensures compliance. RDR and the recent changes it brings requires maintaining good practice across every aspect of our business. Like Fastrak, we want to be at the forefront of industry best practice and Sprint’s solution enables us to do this.”
Christopher Willmott, Sprint CEO, says: “Sanlam is one of the UK’s leading wealth managers and because it is a forward thinking organisation we are delighted to be working with them. We continue to attract new clients to our proposition and with Transact’s investment we can look forward to continuing our growth and success.”
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