FastTrackr AI

FastTrackr is the specialized AI platform designed exclusively for Registered Investment Advisors (RIAs) and financial professionals. It directly addresses the significant administrative burden—including rigorous meeting preparation, manual data entry, and complex document processing—that typically consumes hours of your team’s valuable time. By automating these repetitive, error-prone workflows, FastTrackr functions as your always-on AI teammate, allowing you to focus entirely on high-value client interaction and the strategic growth of your practice.

Key Features

FastTrackr integrates seamlessly into your existing operations, offering focused modules that deliver immediate time savings and enhanced service quality.

📝 Intelligent Meeting Assistant

This module serves as your virtual coordinator, ensuring every client interaction is documented and actionable. It automatically generates pre-meeting preparation notes using existing CRM and email data, summarizes both virtual (Zoom, Teams, GMeet) and in-person calls, and identifies critical action items. Crucially, it drafts contextual follow-up emails and allows for one-click updates to your CRM and planning tools, eliminating the typical 2-3 hours spent per meeting on documentation.

📊 Advanced Document Intelligence

Transform piles of client paperwork into structured, actionable insights instantly. FastTrackr extracts and organizes data from complex financial documents—including brokerage statements, tax returns, bank records, and equity compensation letters. It then enriches these insights with current market data and exports the structured information directly into your financial planning software, CRM, or Excel, drastically reducing the 1-2 hours typically spent processing a single document manually.

🚀 Streamlined Client Onboarding (BETA)

Accelerate the client journey from initial contact to account opening. This feature automates the gathering of key data points captured during meetings and communications. It organizes the information into pre-filled forms that clients can quickly verify via a secure link, auto-populating your CRM and planning software, and initiating account opening documentation and disclosures, thereby minimizing back-and-forth and manual data entry.

🔗 Seamless Integration with Your Existing Tech Stack

FastTrackr is designed for immediate utility, integrating directly with major industry CRMs and planning software without requiring a system overhaul. This AI-powered integration eliminates manual data transfer and ensures that client information, meeting notes, and tasks are synchronized across your entire technology stack, keeping your data accurate and workflows continuous.

Use Cases

Financial advisors leverage FastTrackr to transform daily operations, ensuring better compliance and client service delivery.

1. Enhancing Client Meeting Efficiency

Instead of manually pulling data and reviewing notes before a meeting, the Meeting Assistant generates a concise prep summary based on current CRM data and recent communications. During the meeting, the AI captures detailed notes, and within minutes of concluding, you have a finalized summary, identified next steps, and a personalized follow-up email draft ready to send, saving over 45 minutes per client meeting.

2. Rapid Financial Plan Development

When receiving a new client's complex financial documents (e.g., several 401(k) statements and tax returns), the Document Intelligence module processes them in minutes. The AI extracts key figures, organizes the data points, and pushes them directly into your financial planning software. This eliminates hours of manual transcription and cross-referencing, allowing you to move to analysis and strategy development almost immediately.

3. Maintaining Data Integrity and Compliance

After any client interaction—whether a phone call, document upload, or virtual meeting—FastTrackr automatically updates the client profile, adds action items, and logs the activity in your CRM. This ensures that your records are always accurate, detailed, and compliant with regulatory standards (supported by SOC 2 Type II certification), reducing the risk associated with manual data entry and missed follow-ups.

Why Choose FastTrackr?

FastTrackr provides distinct functional and security advantages tailored specifically to the needs of the financial advisory sector, ensuring maximum value and trust.

• Built for Financial Context: Unlike generic transcription or note-taking tools, FastTrackr AI is trained on industry context. It doesn't just capture words; it intelligently identifies financial action items, pulls relevant client insights, and drafts communications that resonate with the advisory workflow, providing genuine information gain.
• Guaranteed Data Security and Privacy: We understand the critical nature of financial data. FastTrackr is SOC 2 Type II certified and employs enterprise-grade encryption. Crucially, your client data is never used to train or improve our or any third-party AI models, ensuring strict data privacy and security protocols are met.
• Quantifiable Time Savings: Top-performing advisors report saving 10–15 hours weekly on administrative tasks like meeting prep, CRM updates, and follow-ups. This efficiency gain translates directly into more capacity for client acquisition and personalized service delivery.

Conclusion

FastTrackr transforms the operational landscape for RIAs and financial advisors by replacing tedious, low-value administrative work with secure, intelligent automation. As a trusted AI teammate, FastTrackr enhances data accuracy, ensures compliance, and frees your staff to deliver the high-touch, strategic service your clients demand.

Explore how FastTrackr can elevate your service quality and efficiency by trying the Meeting Assistant module free for 10 days.