Bringing on a new client should be a celebration.
Today, it's a slog.
Days, sometimes weeks, between "yes" and "fully onboarded." First impressions cool off in the gap.
Multiple intake forms, scattered across tools. Clients fill out the same information three times across CRM, planning software, and account opening.
Manual data entry into your stack. Someone keys it from email into the CRM. Then re-keys it into the planning software. Then re-keys it for the custodian.
Errors live forever. A typo on day one becomes a wrong tax document at year-end.
How FastTrackr changes it
Data gathered from any source
Meetings, emails, prospect documents, extracted and structured automatically.
Clients confirm, they don't retype
Send a clean, pre-filled summary for confirmation rather than another blank intake form.
One source feeds your stack
CRM, planning software, account opening, populated in one m.
Account opening kicked off automatically
Disclosures, agreements, custodial paperwork, initiated in the same flow.