Shaped by advisors and operators at
If you've moved a book before, you know.
Repapering hasn't changed in decades. Advisors and their teams just learned to live with it. The process is broken, and clients, advisors, and teams all suffer for it.
90 days. Sometimes longer.
Months of repapering before the last asset transfers. Revenue paused. Client relationships in limbo.
Hundreds of forms. Per book.
Account applications, transfer-of-asset forms, services and firm paperwork, multiplied by every household.
Tracked in spreadsheets.
Hundreds of accounts. Ops teams chasing status and inputs across emails, PDFs, and calls. One mis-keyed cell and the picture changes.
Burned-out teams.
Transition season is overtime season. Mistakes pile up. So does the resentment.
NIGO means rework.
Even one missing field can lead to a rejection. Multiply that by hundreds.
Anxious clients.
They notice when the move feels disorganized. Some quietly walk.
Built for transition.
Not retrofitted with it.
FastTrackr is shaped by advisory practices, transition consultants, and operators who've moved billions in client assets. We've encoded what they know and their best practices into a system that handles the work, the quirks, and the edge cases that others miss.
The Difference:Every transition is different. We get that. The system flexes around your book, not the other way around.
Data Collection
AI extracts client and account data from existing sources of information (systems, docs, conversations). Pre-populated household records, ready for review, without another long blank intake form.
Documentation
Smart mapping across end custodians and firms. The right documents identified, pre-filled, and ready for signature. Push to the custodian via API where supported, or generate signature-ready documents.
Project Management
Hundreds of households, tracked and proactively managed in one place. Replaces the Excel war room. Visible to you, your team, and your clients.
Every transition is different.
We've built for that.
No two books move the same way. The process flexes around your specifics, your book, your custodians, your edge cases.
We learn your book
Where you're coming from. Where you're going. Every household, every account, every quirk. Mapped before day one, so nothing surprises you mid-move.
AI-driven data collection
What used to take days happens in minutes. Clients confirm what we already have, they don't fill out manual forms again. The intake disappears, the experience improves.
Custodian forms, auto-filled
Push directly to your custodian via API where supported. Or get pre-filled forms ready for client signature. Either way, no retyping, no copy-paste between tabs.
Visibility, end to end
From day one to the final asset transfer. Every household, every step, visible to you, your team, and your clients. No more blind handoffs. No more "where are we on this one?"
What changes when transitions stop being chaos.
Less admin work, more revenues. More books moved per quarter.
The 90-day timeline gets cut down dramatically.
Pre-validated, mapped forms. Cleaner submissions.
Faster close means less attrition during the move.
And what doesn't show up in the numbers, calmer advisors, clients who barely notice the move, and ops teams that stop dreading next month.
Every transition makes the next one easier. The system learns. So does your team.
Built for every player in the transition.
Click through to see what changes for you.
Transition Consultants
Take on more deals without taking on more admin slog. Your team moves more books with the same headcount.
Breakaway Advisors
Bring your book to your new firm without burning out your team or losing your clients.
Acquisitive RIAs
Protect AUM and accelerate revenue through every M&A integration. Cut weeks out of every deal.
Independent Broker-Dealers
Win advisor recruits with a transition experience that actually works. Stop losing recruits to the firm with the smoother onboarding.
Custodians
Help your advisors grow faster, acquire better, and onboard onto your platform smoothly. Be the on-ramp for every new RIA and advisory practice.
From moving the book to running the practice.
FastTrackr stays with you after the transition. The same AI engine that moved your book keeps your day-to-day operations running.
Client Onboarding
The same engine that moves thousands of accounts during a transition, applied to every new client. Onboard in days, not weeks.
Explore Client OnboardingMeeting Assistant
Pre-meeting prep, in-meeting notes, post-meeting follow-ups. CRM updated in one click. Built for advisors who'd rather talk to clients than write up calls.
Explore Meeting AssistantDocument Intelligence
Brokerage statements, tax docs, equity comp, extracted, organized, and ready for analysis. Goes from a stack of PDFs to insight in minutes.
Explore Document IntelligenceTop-performing advisors and firms use FastTrackr.
Before FastTrackr, so much of every transition was manual; document generation, DocuSign uploads, and all the steps in between. FastTrackr takes that work off our plate and lets our team focus on the parts of the transition that actually need us. We don't want to do another transition without it.
"This is the smoothest transition anyone in our circle has seen or heard about. It aligned with our workflow, and it just worked. We had planned for a month, we finished in two weeks. Amazing tool, very intuitive to use."
"FastTrackr AI has been a game-changer for our practice. We're saving 10–15 hours weekly on meeting prep, CRM updates and follow-ups. Our clients love how quickly we follow up and that we never miss important details. It's made us more efficient and our service much better."
"FastTrackr saved me a tremendous amount of time and frustration throughout this process. Out of 411 accounts, we only had two NIGOs (neither due to FastTrackr), which is remarkable given the volume and complexity of the project.
Their team is brilliant and the platform did an excellent job organizing and managing a significant amount of data. The efficiency, accuracy, and time savings were extremely valuable to me."
"Transitioning was the most stressful month I've had in my career. Working with FastTrackr allowed me to focus on contacting clients and devote very little mental energy to the details around completion of paperwork."
"Using FastTrackr AI has been a key enhancement to my client meeting process. It's remarkably easy to use... Most importantly, the quality of the meeting notes is far better than what I would capture manually. The summaries are clear, detailed, and actionable."
"After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable. The time savings are impressive, and even more importantly, the quality of our financial planning has improved significantly."