More deals per consultant.
Without more admin slog.
Advisor repapering software for transition consultants.
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.
Your firm's playbook, on every deal
Your transition process is set up once and repeated the same way across every move. New consultants ramp on it. Senior consultants take on more.
Every custodian wants it delivered differently. FastTrackr pushes signature-ready packets to DocuSign, generates filled PDFs where a wet signature is still required, or maps the household data straight into a custodian's or broker-dealer's own template when they'd rather do the filling — so your consultants aren't reformatting for each one.
Grow the practice without growing the payroll
The consultants who scale aren't the ones with the most staff. They're the ones who can credibly promise a faster, cleaner move, and then deliver it on every deal.
Capacity
Take on more transitions with the team you already have. The system absorbs the repetitive work so headcount stops being your ceiling.
Consistency
Every consultant runs the same firm playbook. New hires ramp faster; your best people take on the deals only they can handle.
Credibility
Walk into the next pitch with a track record of on-time, low-NIGO moves, the proof that wins the mandate over a competing consultant.
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.