Pricing built around the value you get.
We don't sell seats by the dozen and hope you fit. Transition pricing depends on your volumes and use case. Reach out to us to know more about pricing.
Priced to your scope, not a seat count.
Every firm's transition requirements and volume is different. We work with you to understand where FastTrackr can best support your transition, and to reflect scope and usage so you don't pay for anything you don't use.
- Advisor Transitions
- Acquisitions / M&A Integration
- Broker-Dealer Recruiting
How we scope
01. Discovery
We map your current transition timeline and identify bottlenecks.
02. Modeling
We build an ROI model based on projected time-savings and retained AUM.
03. Pilot
We run a pilot on the first transition to prove the model before scaling.