Fastrak

Fastrak Overview 0

Getting Started 22

• Rate of Return - AGR / Simple
• Resetting Password
• Adding user to FE
• New User Setup
• Names and Logos Overview
• Update the price of a manually added asset, via the Reports area
• Update Value’s on Manually Added Assets
• Home Dashboard FastLinks
• Merging Accounts and Clients
• Adding New Users

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Frequently Asked Data Related Queries 1

• 1 - Policy not pulling through from Platform to Fastrak

Model Portfolios 8

• Model Portfolio - Sector, Sector Model and Model Portfolio Overview
• Model Portfolio - Create a New Sector Model and Sectors
• Model Portfolio - Allocating Unassigned Funds
• Model Portfolio - Create your Model / Risk based Model Portfolios
• Model Portfolio - How to add / remove a fund from your Model Portfolio?
• Model Portfolio - How to update your Model Portfolio & Sector Model?
• Model Portfolio - How to delete an existing Sector Model?
• Creating and Updating Model Portfolios

Reports 7

• Changing Cover Page
• Commentaries on reports
• Change font colour on Reports
• Reports - Adding Fund Rationales
• New Investment Report - Adding Adviser Charges
• Amending Commentaries
• Interwrapper Transfer (Reports)

Client Portal 7

• Change Colours on Portal
• Client Portal – Registration Options
• Client Portal – Key Documents
• Client Portal – Username & Email Options
• Client Portal – Private Documents
• Client Portal - URL Address
• Client Portal – Portal Emails and Portal Email Reminders

Risk Profiles 5

• Risk Profile - Overview
• Risk Profile - Create a Risk Profile
• Risk Profile - Delete and Edit
• Risk Profile - Assign a Risk Profile to a Client
• Setup New Risk Profiles

Groups 5

• Groups - Overview and Access
• Groups - Create a Client Group
• Groups - Including Advisers, Risk Profiles on Bulk Reports
• Groups - Create a Group Policy
• Groups - Create a Funds/Assets Group

Trustees 4

• Trustees - Overview and Access
• Trustees - Create a Trustee
• Trustees - Add a Trustee to a Trust
• Trustees - Create Client Portal Access

Sector Models 6

• Sector Models - Fix Sector splits
• Sector Models - Check assignment
• Sector Models & Hierarchies
• Adding Sectors to New Model Portfolio Funds
• Asset Allocation Chart
• Multi-Sector split

Integration 1

• Scottish Widow integration contact

Release Notes 1

• Release Notes Nov 22