Automate Your Workflows
Automate Your Workflows
AI For RIAs &
AI Meeting
Assistant For
Financial Advisors
Focus on building client relationships.
Grow your business while AI handles document processing & analysis, meeting summaries, client planning, tasks and more.
Focus on building client relationships. Grow your business while AI handles document processing & analysis, meeting summaries, client planning, tasks and more.
Trusted AI Assistant for financial
advisors, RIAs, wealth managers,
and broker-dealers.
Trusted AI Assistant
for RIAs, broker-dealers,
wealth managers
and financial planners.
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
Built For Financial Advisors
Power of secure AI at your fingertips
Organize & extract insights from documents
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
FastTrackr AI Goes Beyond Note-Taking
Handle everything from meeting prep, scheduling,
note-taking to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Planning
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI provides an overview of past interactions, sets meeting agendas, and streamlines document processing.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
FastTrackr AI Goes Beyond Note-Taking
Handle everything from meeting prep, scheduling,
note-taking to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Planning
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI provides an overview of past interactions, sets meeting agendas, and streamlines document processing.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
Go beyond note-taking &
make every meeting count
Handle everything from meeting prep, scheduling,
note-taking to client planning & communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Planning
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI provides an overview of past interactions, sets meeting agendas, and streamlines document processing.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
FastTrackr AI Goes Beyond Note-Taking
Handle everything from meeting prep, scheduling, note-taking to client communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Planning
AI fully leverages all data about the client.
Come prepared for every client interaction
FastTrackr AI provides an overview of past interactions, sets meeting agendas, and streamlines document processing.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
Features
Designed to simplify your workflow and maximize efficiency
Meeting Recording & Transcription
Record virtual and in-person meetings with one click, and capture key discussion points. Access a searchable archive and review past conversations with AI-powered search.
Scheduling New Meetings
Task Management
CRM Integration
Follow Up Emails
Features
Designed to simplify your workflow and maximize efficiency
Meeting Recording & Transcription
Record virtual and in-person meetings with one click, and capture key discussion points. Access a searchable archive and review past conversations with AI-powered search.
Scheduling New Meetings
Task Management
CRM Integration
Follow Up Emails
Features
Designed to simplify your workflow and maximize efficiency
Meeting Recording & Transcription
Record virtual and in-person meetings with one click, and capture key discussion points. Access a searchable archive and review past conversations with AI-powered search.
Scheduling New Meetings
Task Management
CRM Integration
Follow Up Emails
Features
Designed to simplify your workflow and maximize efficiency
Meeting Recording & Transcription
Record virtual and in-person meetings with one click, and capture key discussion points. Access a searchable archive and review past conversations with AI-powered search.
Scheduling New Meetings
Task Management
CRM Integration
Follow Up Emails
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How is FastTrackr AI different from other meeting note-taking tools?
How secure is my data with FastTrackr AI?
How does meeting recording work?
Does FastTrackr AI integrate with my CRM?
How do I schedule a meeting using FastTrackr AI?
How do I send follow-up emails using FastTrackr AI?
How can I create and sync tasks using FastTrackr AI?
How is FastTrackr AI different from other meeting note-taking tools?
How secure is my data with FastTrackr AI?
How does meeting recording work?
Does FastTrackr AI integrate with my CRM?
How do I schedule a meeting using FastTrackr AI?
How do I send follow-up emails using FastTrackr AI?
How can I create and sync tasks using FastTrackr AI?
How is FastTrackr AI different from other meeting note-taking tools?
How secure is my data with FastTrackr AI?
How does meeting recording work?
Does FastTrackr AI integrate with my CRM?
How do I schedule a meeting using FastTrackr AI?
How do I send follow-up emails using FastTrackr AI?
How can I create and sync tasks using FastTrackr AI?
How is FastTrackr AI different from other meeting note-taking tools?
How secure is my data with FastTrackr AI?
How does meeting recording work?
Does FastTrackr AI integrate with my CRM?
How do I schedule a meeting using FastTrackr AI?
How do I send follow-up emails using FastTrackr AI?
How can I create and sync tasks using FastTrackr AI?
Have more questions? Contact our support
Get In Touch
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.
© Copyright 2025, All Rights Reserved by gAI Ventures Inc.