About FastTrackr AI

FastTrackr AI is built to do one job end to end: advisor transitions. When an advisor changes firms or custodians, every household needs custodian paperwork and firm paperwork. The platform works out which forms each account needs before data collection starts, fills them from whatever data the advisor is allowed to bring, checks them, and sends them out.

We cover every kind of move: going independent, changing custodians, getting acquired and moving to a broker-dealer. FastTrackr is a purpose-built platform that helps you through the transition, with access to experts when you need them. Where a move needs them, we work alongside top-tier consultants.