AI Document Processing For
RIAs & Financial Advisors
AI Document Processing For RIAs & Financial Advisors
AI Document Processing For RIAs & Financial Advisors
Use AI to turn client financial docs (PDFs, scans) into structured data and proposals
Annual
Monthly
$400
$349
/per month
Most Advanced AI Document Processing Tool
Annual
Monthly
$400
$349
/per month
Most Advanced AI Document Processing Tool
Annual
Monthly
$400
$349
/per month
Most Advanced AI Document Processing Tool
Watch The Demo To Know More
Watch The Demo To Know More
World-Class Features
Exceptional Value
Get In Touch
World-Class Features
Exceptional Value
Get In Touch
World-Class Features
Exceptional Value
Get In Touch
FAQs
What is the Document Processing feature?
FastTrackr AI extracts relevant data from electronic or scanned client financial docs (e.g. brokerage accounts, IRAs 401ks), complements this with market data, and creates tailored analysis and and views.
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
FAQs
What is the Document Processing feature?
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
FAQs
What is the Document Processing feature?
FastTrackr AI extracts relevant data from electronic or scanned client financial docs (e.g. brokerage accounts, IRAs 401ks), complements this with market data, and creates tailored analysis and and views.
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.