Every acquisition is a repapering project.
Make it your edge.
Repapering built for RIA M&A and tuck-in acquisitions.
M&A is your growth strategy. Stop letting the integration timeline drag your AUM and your returns down with it.
It's also your pitch to sellers. When you can show a founder their book moves in days with their clients intact, "who will you sell to" starts answering itself.
You closed the deal.
The hard part was supposed to be over.
Then comes the integration. Months of repapering. Asset attrition during the silence between "we acquired them" and "they're fully on our platform." Your ops team in firefighting mode. Your CFO watching AUM bleed out and asking why the projected synergies aren't showing up yet.
By the time the last account is moved, the next acquisition is already in motion. The team that's burned out from this one is the team that has to do the next one. FastTrackr takes the grind off them, so the next deal doesn't start with everyone already exhausted.
We turn integration into a repeatable process.
Each acquisition runs through the same engine
Data collection, mapping, form-filling, project management, standardized across deals. The first one is the slowest. Every one after is faster.
AUM is protected during the transition window
Faster moves mean less time for clients to wonder, drift, or leave.
Your ops team scales without growing
The system absorbs the volume. They focus on the judgment calls.
Multi-deal pipelines stay visible
Three acquisitions running at once? You see the status of every household, every account, in one place.
When you own the data, there's barely any collection left
An acquisition usually comes with the data. Hand FastTrackr the exports you already have — custodian, broker-dealer, CRM, planning tool, fee-billing — and it reads each one, collates them into clean household records, and builds the book. Instead of chasing clients for information, your team is reviewing what's already there and moving straight into paperwork. The heavy client-side data collection only kicks in for the gaps.