Pricing
Pricing
Top-Tier Tech, Easy on Your Budget.
Top-Tier Tech, Easy on Your Budget.
Top-Tier Tech, Easy on Your Budget.
Choose the plan that fits your needs & start saving hours every week.
Document
Processing
Use AI to turn client financial docs (PDFs, scans) into structured data and proposals
Document
Processing
Use AI to turn client financial docs (PDFs, scans) into structured data and proposals
Document
Processing
Use AI to turn client financial docs (PDFs, scans) into structured data and proposals
Meeting
Notes
AI powered assistant with you in every meeting - CRM, Email, Calendar and Tasks
Meeting
Notes
AI powered assistant with you in every meeting - CRM, Email, Calendar and Tasks
Meeting
Notes
AI powered assistant with you in every meeting - CRM, Email, Calendar and Tasks
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?
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?
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© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
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© Copyright 2025, All Rights Reserved
by gAI Ventures Inc.
Advisor Ally Podcast
Tune in to our podcast.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.