AI Stack For RIAs & Financial Advisors
self-hosted, Personal finance

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.

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Approximately, we add new tools within three months.

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