Be the on-ramp for every new RIA and advisory practice.
You want to attract more advisors and practices to your platform. Today, the onboarding experience is owned by everyone except you. FastTrackr puts it back in your hands.
The platform is ready. The pricing is competitive.
But how does the move feel?
You're competing for advisor practices. But the actual experience of moving to your platform? That's owned by RIAs, BDs, and transition consultants, and the quality varies wildly.
Some practices arrive smoothly. Others arrive bruised, and they remember. Word travels fast in advisor circles. A painful move lives longer in conversation than any marketing campaign you'll run this year.
We help your advisors grow faster, acquire better, and onboard smoothly.
Embed in custodial onboarding
FastTrackr becomes the operational layer for any RIA or practice moving to your platform.
Branded experience
Co-branded or white-labeled, the move feels like your platform, not a third party.
Help your advisors win their own deals
Advisors and RIAs on your platform get the same transition tooling for their breakaways and acquisitions. They grow faster. So do you.
Visibility into your incoming book
See practices in transit, status by household, projected go-live dates, all in one place.