FastTrackr AI Features
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
FastTrackr AI Goes Beyond Note-Taking
Handle everything from analyzing client documents, meeting prep, to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Financial Analysis
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI streamlines extraction, aggregation & analysis of info from client docs and provides context from past interactions.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
FastTrackr AI Goes Beyond Note-Taking
Handle everything from analyzing client documents, meeting prep, to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Financial Analysis
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI streamlines extraction, aggregation & analysis of info from client docs and provides context from past interactions.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
FastTrackr AI Goes Beyond Note-Taking
Handle everything from meeting prep, scheduling, note-taking to client communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Financial Analysis
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI streamlines extraction, aggregation & analysis of info from client docs and provides context from past interactions.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
Go beyond note-taking &
make every meeting count
Handle everything from analyzing client documents, meeting prep, to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Financial Analysis
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI streamlines extraction, aggregation & analysis of info from client docs and provides context from past interactions.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Document Processing
Task Management
CRM Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Document Processing
Task Management
CRM Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Document Processing
Task Management
CRM Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Document Processing
Task Management
CRM Integration
Client Communication
FAQs
FAQs
FAQs
FAQs
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
What is the Document Processing feature?
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?
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
What is the Document Processing feature?
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?
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
What is the Document Processing feature?
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?
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
What is the Document Processing feature?
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?
Have more questions? Contact our support
© 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.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.