For advisors who work with Conexim we provide access to a number of Advisor Centric Tools.
The Fastrak Integrated Web Tool allows you to view all your clients, client accounts and overall assets on our Platform in both an aggregated and individual capacity. You can create ad hoc valuation reports and post them to your clients portal or generate a PDF copy. You can also see exactly what your clients see (via their own unique login).
Please click on the link below and log-in below with the credentials provided to you by Conexim