Getting Started
Fastrak includes two ways of calculating the rate of return of an investment: Simple AGR (Annualised Growth Rate) AGR represents the 'Money-W...
Fri, 13 May, 2022 at 12:08 PM
If you have forgotten the password for Fastrak, or you believe someone has access to your password information you can reset the password. There are two...
Tue, 1 Feb, 2022 at 4:43 PM
Prerequisites: Fastrak User FE Credentials Steps: Get FE Credentials. Open Fastrak/Setup/FE Credential Click on the green plus icon to add a...
Thu, 5 May, 2022 at 4:07 PM
Our subscription is not licensed-based, so Fastrak allows you to add as many users as you require. Create a New User 1. Navigate to Setup à New Users...
Thu, 5 May, 2022 at 4:17 PM
Names and Logos Overview This section allows you to update your Company name, logo and report chart colours. Please note: If you are plan...
Fri, 13 May, 2022 at 12:02 PM
This method does not create any new transactions, if you would rather edit manually added asset prices without adding transactions then this method can b...
Fri, 13 May, 2022 at 10:23 AM
To change a valuation of an investment, a more recent price will need to be added into Fastrak. There are two methods that can be used to achieve this...
Fri, 13 May, 2022 at 10:25 AM
On the Home Dashboard if you move your cursor to the left-hand side of the screen, ...
Fri, 13 May, 2022 at 10:38 AM
Merging Accounts in Fastrak Access the Client Dashboard in the usual way, either via the Clients Tab or the Search Box under your logo. Within the Stan...
Mon, 20 Jun, 2022 at 3:09 PM
To create other Users within Fastrak go to Setup and select Users from the available options on the left-hand side. If you do not have access to this tab, ...
Fri, 8 Jul, 2022 at 11:41 AM