He told his clients the paperwork would be there by noon. It was.
A solo advisor going independent — roughly $100M across 411 accounts. No transition team. No big firm behind him. FastTrackr normalized all the data from every source, flagged the gaps, and had every document built, validated, and in DocuSign before lunch on day one — pulling 2+ weeks of revenue forward.
Day one, before lunch
Going independent alone means there's no team to absorb the paperwork. There's no firm transition desk running the project in the background. It's the advisor, their client list, and a very short window in which every household needs a document in front of them.
He'd made a promise to his clients: paperwork by noon on day one. Everything before that day was preparation — mapping every piece of client data he already owned against everything the new firm and custodians would need. When the day came, FastTrackr read that data, worked out what belonged where, generated every document, and pushed all 411 accounts into DocuSign in bulk.
What FastTrackr brought about
Manual data entry
FastTrackr made sense of the client data he already had and built every document from it. Nothing was re-keyed.
NIGOs from data
2 NIGOs across 411 accounts, neither caused by FastTrackr. Validation ran before anything reached a client, not after a rejection came back.
Clients missed
Every household that chose to move was accounted for. Nobody fell through a spreadsheet.
Late nights
No weekend of forms. No 2 a.m. re-keying. He spent day one on the phone with clients.
NIGO = “Not In Good Order”.
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.
What it actually took off his plate
A transition team he didn't have
Solo advisors don't get a project manager, a back office, or a paperwork desk. FastTrackr filled that gap.
A promise he could keep
He told his clients noon. Hitting it set the tone for every conversation that followed.
No document assembly
Firm and custodian documents built and routed to DocuSign in bulk, not one household at a time.
No revenue lag
95% of clients moved by Monday — 2+ weeks of revenue pulled forward.