Automate Your Workflows
Automate Your Workflows
AI Stack For RIAs &
AI Meeting
Assistant For
Financial Advisors
Focus on building client relationships.
Grow your business while AI handles document processing & analysis, meeting summaries, account maintenance, 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 Associate for financial
advisors, RIAs, wealth managers,
and broker-dealers.
Trusted AI Assistant
for RIAs, broker-dealers,
wealth managers
and financial planners.
Built For RIAs & Financial Advisors
Power of secure AI at your fingertips
Extract & aggregate relevant info from client documents
Enrich financial analysis with market data from online sources
Create meeting prep notes
Turn conversations into thematic summaries & tasks
Draft personalized emails
Integrate with CRM, email, calendar
Built For RIAs & Financial Advisors
Power of secure AI at your fingertips
Extract & aggregate relevant info from client documents
Enrich financial analysis with market data from online sources
Create meeting prep notes
Turn conversations into thematic summaries & tasks
Draft personalized emails
Integrate with CRM, email, calendar
Built For RIAs & Financial Advisors
Power of secure AI at your fingertips
Extract & aggregate relevant info from client documents
Enrich financial analysis with market data from online sources
Create meeting prep notes
Turn conversations into thematic summaries & tasks
Draft personalized emails
Integrate with CRM, email, calendar
Built For RIAs & Financial Advisors
Power of secure AI at your fingertips
Extract & aggregate relevant info from client documents
Enrich financial analysis with market data from online sources
Create meeting prep notes
Turn conversations into thematic summaries & tasks
Draft personalized emails
Integrate with CRM, email, calendar
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Document Processing
Use AI to turn client financial docs (PDFs, scans) into structured data and proposals - eliminating manual extraction & aggregation, while enabling faster analysis.
Meeting Summarization
Task Management
Tech Stack Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Document Processing
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points & track action items. Access and review past conversations.
Task Management
Tech Stack Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Document Processing
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Task Management
Tech Stack Integration
Client Communication
Features
FastTrackr AI reduces your admin overload and maximizes efficiency
Document Processing
Meeting Summarization
AI powered assistant with you in every meeting. Capture key discussion points. Access and review past conversations.
Task Management
Tech Stack Integration
Client Communication
World-Class Features
Exceptional Value
Get In Touch
World-Class Features
Exceptional Value
Get In Touch
World-Class Features
Exceptional Value
Get In Touch
World-Class Features
Exceptional Value
Get In Touch
FAQs
What is the Document Processing feature?
FastTrackr AI extracts relevant data from electronic or scanned client financial docs (e.g. brokerage accounts, IRAs 401ks), complements this with market data, and creates tailored analysis and and views.
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
FAQs
What is the Document Processing feature?
FastTrackr AI extracts relevant data from electronic or scanned client financial docs (e.g. brokerage accounts, IRAs 401ks), complements this with market data, and creates tailored analysis and and views.
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
FAQs
What is the Document Processing feature?
FastTrackr AI extracts relevant data from electronic or scanned client financial docs (e.g. brokerage accounts, IRAs 401ks), complements this with market data, and creates tailored analysis and and views.
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
FAQs
What is the Document Processing feature?
How is FastTrackr AI different from other note-taking tools?
How does meeting summarization work?
How does Task Management work?
How do I send follow-up emails?
Does FastTrackr AI integrate with my CRM?
How secure is my data with FastTrackr AI?
Is our data ever used to train FastTrackr AI’s models?
© 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.