Focus on building client relationships. Grow your business while AI handles document processing & analysis, meeting summaries, account maintenance, tasks and more.
FastTrackr AI is built specifically for financial advisors - RIAs, broker-dealers, wealth managers, and financial planners. Imagine never having to manually take notes, track follow-ups, or update your CRM again. FastTrackr AI captures client interactions, automates action items, ensures compliance, and drafts personalized follow-ups, all while keeping you 100% engaged in client conversations.
We send new OSS products every week in a new newsletter. No Spam.
Approximately, we add new tools within three months.
We will publish it with a no-follow link.
However, you can publish your tool immediately and get a forever do-follow link.
See you soon.
