Bring your book with you.
Without breaking your team.
The repapering engine for breakaway advisor transitions.
You decided to move to build something better. Don't let the repapering be the thing that breaks you on the way there.
Still weighing offers? A move you can promise in days, not months, changes the conversation, with the firm recruiting you and with the clients deciding whether to follow.
The transition isn't the part anyone tells you about.
It's the part that almost makes you reconsider.
You've built the relationships. You've made the call. You're going independent, or joining a firm that's actually built for you. Then you discover what repapering actually looks like.
Ninety days. Hundreds of forms. Account applications, transfer-of-asset forms, feature forms, for every household, sometimes for every account. Your assistant is buried. Your weekends are gone. Some clients drift in the silence between "we're moving" and "we're done." A few don't come with you.
We do the parts that grind. You do the parts that matter.
The data collection happens once
From your existing systems, your documents, your client conversations. Not from each client filling out a fresh intake.
Forms get pre-filled across your new custodian
Fidelity, Schwab, and others. Validated, mapped, ready for client signature.
Clients see a calm, organized move
Not seven separate emails asking for the same information. The experience matches the message you're selling them.
See every household in one place
No more chasing your assistant for status. No more mid-night Excel updates.
Independence shouldn't cost you your book
Going independent is a growth decision. The transition is the one part that can quietly undo it, if clients drift while you're buried in paperwork. FastTrackr is built so the move reinforces the reason you made it.
Your book moves with you
Repapering across your new custodian is handled end to end, so more of your AUM actually makes the trip, faster.
Your team stays standing
The grind is automated instead of dumped on your assistant, so the people who came with you aren't burned out by day 30.
Your clients stay calm
One organized experience instead of seven emails asking for the same thing, so the move confirms why they followed you.
Setting up on your own? You don't need a transition team to do it right.
Whether you're leaving a wirehouse or spinning out of a larger RIA or platform to build your own firm, the repapering is the same mountain, just without a back office to climb it for you. FastTrackr is that back office.
No ops department required
The system runs the data collection, form-filling, and tracking a big firm would staff a whole team for.
Bring us in directly
You don't need a custodian or a consultant to sponsor it. Work with FastTrackr directly for your move.
Enterprise-grade on your first move
Built so a solo advisor or a small team gets the same clean transition as a firm that's done fifty.