FastTrackr AI
AI platform for advisor transitions, onboarding and document intake.
fasttrackr.aiFastTrackr AI collects client data, pre-fills custodian and firm forms and tracks households through account transfers. The company also sells client onboarding, meeting assistant and document intelligence modules.
Its website lists transition consultants, breakaway advisors, acquisitive RIAs, independent broker-dealers and custodians as customers.
What it does
- Advisor transition workflows
- Custodian form pre-fill
- Client onboarding
- Meeting assistant
- Document intelligence
Works with
Integrations
As listed by FastTrackr AI.
Coverage
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