FastTrackr AI
HQ Address
1111b S Governors Ave, Dover, DE 19904, United States
Website Address
Business introduction
Advisor transitions, finally built right
Move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped by consultants, operators, and RIA founders who move billions in client assets every year
FastTrackr integrates directly with your existing tech stack—no system overhaul required.
Trusted by leading RIAs, advisors, and industry players who are scaling their practices while elevating client experience.
FastTrackr AI Solutions
Advisor Transitions
Why advisor transitions are broken Repapering hasn't been redesigned in decades. A typical transition takes 90 days. Some take longer. Each household generates dozens of forms, account applications, transfer-of-asset forms, feature forms, multiplied across every account in the book. Tracked in spreadsheets. Chased across email threads. One missing field sends a form......
business needs
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
- Document Management & Storage
Client Onboarding
Bringing on a new client should be a celebration. Today, it's a slog Days, sometimes weeks, between "yes" and "fully onboarded." First impressions cool off in the gap. Multiple intake forms, scattered across tools. Clients fill out the same information three times across CRM, planning software, and account opening. Manual data entry into......
business needs
view solutionDocument Intelligence
What it does Extracts data From brokerage, bank, tax, and equity compensation documents. Organizes data Organizes and summarizes information for analysis and reporting. Enriches insights Enriches extracted insights with current market data automatically. Exports anywhere Exports to your tools, financial planning software, CRM, Excel. ...
business needs
view solutionMeeting Assistant
What it does Generates prep Pre-meeting prep from email and CRM data. Summarizes calls In-person and virtual calls (Zoom, Teams, Meet). Drafts follow-ups Drafts contextual follow-up emails and identifies action items. Updates tools Updates your CRM and other tools in one click. ...
