What it does
Extracts data
From brokerage, bank, tax, and equity compensation documents
Organizes data
Organizes and summarizes information for analysis and reporting
Enriches insights
Enriches extracted insights with current market data automatically
Exports anywhere
Exports to your tools, financial planning software, CRM, Excel
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After evaluating multiple AI solutions for our practice, we chose FastTrackr for document processing. Its integrated platform has been invaluable. The time savings are impressive, and even more importantly, the quality of our financial planning and client deliverables has improved significantly.
Sukesh Pai
Founder, Trillium Square Advisors