Advisor transitions, finally built right.
Move advisor books in days, not months. Purpose-built for advisor transitions and shaped by consultants, operators, and RIA founders who move billions in client assets every year.
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.
It takes 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
The right custodian and firm forms are worked out up front and filled from the household record. They go out by one-click DocuSign, as filled PDFs, as Excel in the counterparty's own template, or straight to the custodian by API where it's supported. No retyping either way.
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
Send everything to DocuSign in one click, download the filled PDFs for a wet signature, give the custodian an Excel file in its own template, or send the data straight to the custodian by API where it's supported. No retyping either way.
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.
Moves that used to take months now take days.
Forms checked against custodian and firm rules before they go out. 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 experience during the move.
Custodians
Help your advisors grow faster, acquire better, and bring their books onto your platform smoothly. Be the on-ramp for every new RIA and advisory practice.
What goes out the door
Once accelerated data collection through FastTrackr is done and checked, the paperwork goes out in whatever form the other side wants: DocuSign, filled PDFs, Excel in their own template, or straight to the custodian by API where it's supported. No retyping either way.
One click to DocuSign
The firm documents (IAA, fee schedule, Form CRS, privacy policy) and the custodian paperwork go out together, with every signatory in place. Custodian rules like a carbon copy or SMS verification are built in.
Filled PDFs
Need a wet signature? Download every filled form and handle it offline.
Excel in their template
Some custodians and broker-dealers would rather do the filling themselves. Upload their template and FastTrackr maps the household data into it.
Straight to the custodian by API
Where a custodian supports it, the data goes straight across by API. Nobody re-keys it.
Top-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."
"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."
"Transitioning an entire wealth management practice to a new custodian and RIA is an enormous undertaking, particularly when you're dealing with thousands of client accounts, tens of thousands of data points, and an aggressive timeline.
FastTrackr AI played an important role in helping us navigate that process efficiently. The platform helped streamline the organization and management of client information, reduce administrative complexity, and keep the transition moving forward.
We successfully transitioned our business while achieving a remarkable 97.5% client retention rate. Accomplishing that in such a compressed timeframe required tremendous coordination, organization, and execution.
FastTrackr AI provided valuable technology and support throughout the process, allowing our team to spend less time managing administrative challenges and more time focusing on our clients.
I would highly recommend FastTrackr AI to any advisory team preparing for a significant transition."
"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."