$100M in assets moved in two weeks.
Starting from zero data and zero paperwork. One advisor team repapered the majority of their book before most advisors finish talking to clients.
Household Transitioned
What FastTrackr brought about
NIGO from repapering
100% straight-through processing
Manual forms
Custodian and firm docs generated for signature automatically
Delay from tracking
End-to-end project management, in real time
NIGO = “Not In Good Order”.
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.
The most seamless transition we've ever run. No manual overload, and for the first time neither we nor the advisor team were burning through our weekends. Work that would normally take 30+ days, with far more manual effort and errors, we completed in two weeks.
What the team actually experienced
No weekend anxiety
Clients self-served on their own schedule. The team returned Monday to progress, not a backlog of chasing.
Zero email threads
Every request and status update lived in one place: FastTrackr.
Time on clients, not paperwork
Advisors stayed in front of clients through the most fragile retention window.
Real-time visibility
Leadership always knew where every household stood, with no status calls.