Data integration via FINIO
This information is suitable for both users of the Wealthtime Platform and users of the Wealthtime Classic Platform.
What is FINIO?
FINIO is a data hub, provided by Sprint Enterprise Technology, that connects investment platforms with software providers. The data hub transforms, enriches and reconciles data before passing it on and will automatically retry delivering data in the event of failure to ensure policy history is maintained.
This means you benefit from better quality data and a reduction in the manual or legacy inputs you may be used to.
Ultimately, the improved FINIO data hub integration replaces old, manual feeds.
What are the benefits?
FINIO delivers data to back-office providers automatically.
If anything goes wrong, FINIO will automatically redeliver the data. This ensures the policy history is maintained.
FINIO delivers real platform data into back-office systems. And it reconciles data to alert you to any mismatches between the back-office data and platform policies.
If you have questions about what you’re seeing in the data, Sprint Enterprise is on hand to provide support.
“In today’s interconnected world, the ability to access high-quality data seamlessly is paramount for advisers. That’s why we’ve forged a partnership with Sprint Enterprise to bring you integrated data solutions.”
Back-office providers available
Sprint Enterprise is constantly adding more providers, and we’ll be updating this page when they do.
Scope: Valuations only
How to set up: Email Adviser Cloud asking for the FINIO feed to be set up. They’ll let you know what you need to do next.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
Scope: Valuations, Transactions
How to set up: Email Confidante asking for the FINIO feed to be set up. They’ll let you know what you need to do next.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
Scope: Valuations only
How to set up: If you’re interested in getting data into Family Capital, please contact support@finio.co.uk. They’ll let you know what you need to do next.
Scope: Valuations, Transaction
How to set up: Email Sprint asking for the FINIO feed to be set up. They’ll let you know what you need to do next.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
Scope: Valuations only
How to set up – Wealthtime:
1. Go to the intelliflo store, search for the ‘Wealthtime Valuations’ app and install
2. We’ll be turning on the new feed for all users who’ve installed the app on 31st July 2024. At that time, we’ll be turning off the old feed – so please make sure you’ve downloaded the app well before this date
How to set up – Wealthtime Classic:
1. Go to the intelliflo store, search for the ‘Wealthtime Classic Valuations’ app and install
2. Sprint Enterprise will be in touch about next steps
Scope: Valuations only
How to set up: Email Moneyinfo asking for the FINIO feed to be set up. They’ll let you know what you need to do next.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
Scope: Valuations only
How to set up: Email Plannr asking for the FINIO feed to be set up. They’ll let you know what you need to do next.
Scope: Valuations, Transactions
How to set up: If you’re interested in getting data into SS&C, please contact support@finio.co.uk. They’ll let you know what you need to do next.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
If you’d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.
How to set up: Email FINIO@wealthtime.com and let us know that you’d like to be set up.
Any questions?
If you have any questions about the FINIO data hub, please get in touch with your usual sales contact.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010