During our technology upgrade we have worked closely with Sprint Enterprise Technology to make sure your electronic valuations and electronic commission and fee reconciliation continue to work as usual.
We have also made improvements so you will now be able to access bulk valuations for all of your clients on a daily basis. These can be imported directly in to Fastrak.
Updating your software
Together with Sprint Enterprise Technology we have ensured that all the required updates have been taken care of so you can relax without any interruptions.
Updating your username and password
We have supplied Sprint Enterprise Technology directly with all the details they need to set up your valuations and fee and commission reconciliation so there is no need for you to update your username and password.
Updating your account numbers
As part of our technology platform upgrade we have issued new account numbers for all existing accounts. We have already communicated the new account numbers to Sprint Enterprise Technology so they can make the updates on your behalf.
For clients who currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
Fastrak will automatically merge the split tax wrappers back into one tax wrapper, thereby ensuring advisers will have consistency in client reporting.
There will be a period of down time while the new account numbers are updated meaning you will not be able to receive valuations during this time. Sprint Enterprise Technology and Old Mutual Wealth will keep you updated of the timings and progress and let you know when the system is ready again.
Changes to how you request valuations in Fastrak
There will be no change to the method of updating daily valuations within Fastrak. This is an automated process with no adviser intervention required.
If you have any questions or need any help please contact Fastrak Support or Old Mutual Wealth using the following details.
Sprint Enterprise Technology