AI for Complex Workflows in Wealth Management
AI for Complex Workflows in Wealth Management
AI for Complex Workflows in Wealth Management
AI for Complex Workflows in Wealth Management
Trusted by advisors, RIAs and industry players
The Industry Faces Major Operational Bottlenecks
The Industry Faces Major Operational Bottlenecks
The Industry Faces Major Operational Bottlenecks
Advisor transitions
Weeks, months
per client repapering
Advisor transitions
Weeks, months
per client repapering
Advisor transitions
Weeks, months
per client repapering
Advisor transitions
Weeks, months
per client repapering
Client onboarding
Days, weeks
per new client
Client onboarding
Days, weeks
per new client
Client onboarding
Days, weeks
per new client
Client onboarding
Days, weeks
per new client
Updating CRM, planning, other tools
1-3 hours
per client
Updating CRM, planning, other tools
1-3 hours
per client
Updating CRM, planning, other tools
1-3 hours
per client
Updating CRM, planning, other tools
1-3 hours
per client
Processing client data manually
1-2 hours
per document
Processing client data manually
1-2 hours
per document
Processing client data manually
1-2 hours
per document
Processing client data manually
1-2 hours
per document
Preparation, note-taking and follow-ups
1-2 hours
per meeting
Preparation, note-taking and follow-ups
1-2 hours
per meeting
Preparation, note-taking and follow-ups
1-2 hours
per meeting
Preparation, note-taking and follow-ups
1-2 hours
per meeting
How Does FastTrackr Help?
How Does FastTrackr Help?
How Does FastTrackr Help?
AI that seamlessly automates workflows: Be it complex or day-to-day
Imagine being able to hand over all this work over to someone that works 24*7 and cost-efficiently. FastTrackr can start automating these workflows within minutes of signing up:
Move advisors and books in days not months
Advisor Transitions
• Automates data gathering from client households
• Seamlessly creates comprehensive household records
• Logically maps data into firm and custodial paperwork
• Supports transitions into prominent custodians
Move advisors and books in days not months
Advisor Transitions
• Automates data gathering from client households
• Seamlessly creates comprehensive household records
• Logically maps data into firm and custodial paperwork
• Supports transitions into prominent custodians
Move advisors and books in days not months
Advisor Transitions
• Automates data gathering from client households
• Seamlessly creates comprehensive household records
• Logically maps data into firm and custodial paperwork
• Supports transitions into prominent custodians
Move advisors and books in days not months
Advisor Transitions
• Automates data gathering from client households
• Seamlessly creates comprehensive household records
• Logically maps data into firm and custodial paperwork
• Supports transitions into prominent custodians
A seamless client journey from the get-go
Client Onboarding
• Automates data-gathering from meetings and other communication
• Lets clients confirm pre-filled information
• Auto-populates CRM and financial planning software
• Initiates account opening and delivers disclosures and agreements
A seamless client journey from the get-go
Client Onboarding
• Automates data-gathering from meetings and other communication
• Lets clients confirm pre-filled information
• Auto-populates CRM and financial planning software
• Initiates account opening and delivers disclosures and agreements
A seamless client journey from the get-go
Client Onboarding
• Automates data-gathering from meetings and other communication
• Lets clients confirm pre-filled information
• Auto-populates CRM and financial planning software
• Initiates account opening and delivers disclosures and agreements
A seamless client journey from the get-go
Client Onboarding
• Automates data-gathering from meetings and other communication
• Lets clients confirm pre-filled information
• Auto-populates CRM and financial planning software
• Initiates account opening and delivers disclosures and agreements
From piles of client paperwork to instant insights.
Document Intelligence
• Extracts data from brokerage/bank/tax/equity comp documents
• Organizes and summarizes information for analysis and reporting
• Enriches insights with current market data
• Exports to your tools (financial planning software, CRM, Excel)
From piles of client paperwork to instant insights.
Document Intelligence
• Extracts data from brokerage/bank/tax/equity comp documents
• Organizes and summarizes information for analysis and reporting
• Enriches insights with current market data
• Exports to your tools (financial planning software, CRM, Excel)
From piles of client paperwork to instant insights.
Document Intelligence
• Extracts data from brokerage/bank/tax/equity comp documents
• Organizes and summarizes information for analysis and reporting
• Enriches insights with current market data
• Exports to your tools (financial planning software, CRM, Excel)
From piles of client paperwork to instant insights.
Document Intelligence
• Extracts data from brokerage/bank/tax/equity comp documents
• Organizes and summarizes information for analysis and reporting
• Enriches insights with current market data
• Exports to your tools (financial planning software, CRM, Excel)
Your ‘always-on’ meeting coordinator.
Meeting Assistant
• Generates pre-meeting prep from email and CRM data
• Summarizes in-person and virtual (Zoom, Teams, GMeet) calls
• Drafts contextual follow-up emails and identifies action items
• Updates your CRM and other tools in one click
Your ‘always-on’ meeting coordinator.
Meeting Assistant
• Generates pre-meeting prep from email and CRM data
• Summarizes in-person and virtual (Zoom, Teams, GMeet) calls
• Drafts contextual follow-up emails and identifies action items
• Updates your CRM and other tools in one click
Your ‘always-on’ meeting coordinator.
Meeting Assistant
• Generates pre-meeting prep from email and CRM data
• Summarizes in-person and virtual (Zoom, Teams, GMeet) calls
• Drafts contextual follow-up emails and identifies action items
• Updates your CRM and other tools in one click
Your ‘always-on’ meeting coordinator.
Meeting Assistant
• Generates pre-meeting prep from email and CRM data
• Summarizes in-person and virtual (Zoom, Teams, GMeet) calls
• Drafts contextual follow-up emails and identifies action items
• Updates your CRM and other tools in one click
Seamless Integration with the
Advisory Tech Stack
Seamless Integration with Your Existing Tech Stack
Seamless Integration with the
Advisory Tech Stack
FastTrackr integrates directly with your tech stack - no system overhaul required. Our AI-powered integration eliminates manual data entry and streamlines workflows across tools.
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Seamless Integration with Your Existing Tech Stack
FastTrackr integrates directly with your tech stack - no system overhaul required. Our AI-powered integration eliminates manual data entry and streamlines your workflows across tools. Meanwhile, you can focus on your clients.
1
Seamless Integration with Your Existing Tech Stack
FastTrackr integrates directly with your tech stack - no system overhaul required. Our AI-powered integration eliminates manual data entry and streamlines your workflows across tools. Meanwhile, you can focus on your clients.
1
FastTrackr AI elevates Client Experience
Top-performing advisors use FastTrackr AI to save hours every week and deliver next-level client experiences.
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Partner, Radius Wealth Management
Using FastTrackr AI has been a key enhancement to my client meeting process. It’s remarkably easy to use, the interface is intuitive, and the learning curve is minimal. Most importantly, the quality of the meeting notes is far better than what I would capture manually. The summaries are clear, detailed, and actionable, which has saved me valuable time and made sure nothing falls through the cracks. This tool has elevated both my documentation and the overall client experience.
Gregg D. Jensen
CCO and Head of Financial Planning, Pathway Partners
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Founder, Trillium Square Advisors
FastTrackr AI elevates Client Experience
Top-performing advisors use FastTrackr AI to save hours every week and deliver next-level client experiences.
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Partner, Radius Wealth Management
Using FastTrackr AI has been a key enhancement to my client meeting process. It’s remarkably easy to use, the interface is intuitive, and the learning curve is minimal. Most importantly, the quality of the meeting notes is far better than what I would capture manually. The summaries are clear, detailed, and actionable, which has saved me valuable time and made sure nothing falls through the cracks. This tool has elevated both my documentation and the overall client experience.
Gregg D. Jensen
CCO and Head of Financial Planning, Pathway Partners
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Founder, Trillium Square Advisors
FastTrackr AI elevates Client Experience
Top-performing advisors use FastTrackr AI to save hours every week and deliver next-level client experiences.
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Radius Wealth Management
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Radius Wealth Management
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Trillium Square Advisors
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Trillium Square Advisors
FastTrackr AI elevates Client Experience
Top-performing advisors use FastTrackr AI to save hours every week and deliver next-level client experiences.
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Radius Wealth Management
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 - honestly can't imagine running our firm without it.
Christian von Stackelberg
Radius Wealth Management
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Trillium Square Advisors
After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable — we quickly expanded to using the meeting assistant and data intake modules as well. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Trillium Square Advisors
FAQs
FAQs
FAQs
Everything you need to know about FastTrackr AI
How do we solve for Advisor Transitions?
How does Client Onboarding work?
What does the Document Intelligence module do?
Tell us about the meeting assistant
Can I sign up for individual modules, or do I need all of them?
Is our data ever used to train FastTrackr's AI models?
How do we solve for Advisor Transitions?
How does Client Onboarding work?
What does the Document Intelligence module do?
Tell us about the meeting assistant
Can I sign up for individual modules, or do I need all of them?
Is our data ever used to train FastTrackr's AI models?
How do we solve for Advisor Transitions?
How does Client Onboarding work?
What does the Document Intelligence module do?
Tell us about the meeting assistant
Can I sign up for individual modules, or do I need all of them?
Is our data ever used to train FastTrackr's AI models?
How do we solve for Advisor Transitions?
How does Client Onboarding work?
What does the Document Intelligence module do?
Tell us about the meeting assistant
Can I sign up for individual modules, or do I need all of them?
Is our data ever used to train FastTrackr's AI models?
Get In Touch
World-Class Features Exceptional Value
Get In Touch
World-Class Features Exceptional Value
Get In Touch
World-Class Features Exceptional Value
Get In Touch
World-Class Features Exceptional Value
1. The image below is for illustrative purposes only. Not all integrations shown are live; however, we continue to add new integrations regularly.
1. The image below is for illustrative purposes only. Not all integrations shown are live; however, we continue to add new integrations regularly.
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© Copyright 2025, All Rights Reserved
by gAI Ventures Inc.
Advisor Ally Podcast
Tune in to our podcast.
© Copyright 2025, All Rights Reserved
by gAI Ventures Inc.
Advisor Ally Podcast
Tune in to our podcast.