More deals per consultant.
Without more admin slog.
Take on more transitions with the team you already have. FastTrackr handles the data collection, form-filling, and project management, so your consultants spend their time on the parts only humans can do.
Every deal looks different on paper.
In practice, every deal grinds the same way.
The same data collection from the same client households. The same custodian-form hunt. The same Excel sheet to track which form is where. The same scramble when one comes back NIGO.
Multiply that by every advisor on your roster, and the ceiling on your business stops being demand. It's capacity. You hire more ops people. The work scales. Your margin doesn't.
We become the operating layer underneath every deal.
Data collection runs in the background
AI pulls client and account data from documents, transcripts, and conversations. Your team reviews, they don't transcribe.
Forms are pre-filled, mapped, and validated
Across Fidelity, Schwab, and the firms you work with most. NIGOs drop. Rework drops with them.
Every household visible in one place
Replaces the Excel war room. Your consultants and the advisors they're moving all see the same status, in real time.
It learns your playbook
The way your firm handles transitions gets encoded. New consultants ramp faster. Senior consultants take on more.
This is the smoothest transition anyone in our circle has seen or heard about. It aligned with our workflow, and it just worked. We had planned for a month, we finished in two weeks. Amazing tool, very intuitive to use.