FastTrackr

FastTrackr is an AI assistant built for registered investment advisors (RIAs) and financial advisors. It takes over repetitive, error-prone admin work around client meetings so you can spend more time on advice and relationships.

Automate meeting workflows

FastTrackr helps reduce the time spent on common tasks that can take hours per client by organizing client information and producing clear, structured records.

• Meeting preparation support
• Note-taking and summarization
• Follow-up drafting and tracking

CRM and planning software updates

The platform automates updates to your CRM and financial planning software to cut down on manual data entry and reduce mistakes. This helps keep client profiles and plans current without extra effort from your team.

More time for client service and growth

By freeing up hours previously spent on routine work, FastTrackr supports advisors in focusing on existing clients, improving service quality, and making room for business development. It’s positioned as an AI “teammate,” not just a set of tools.