FastTrackr: Wealth Management Workflow Software
FastTrackr helps financial advisors and RIAs manage operational tasks. It is designed for firms that need to summarize meeting notes, extract data from financial documents, and support advisor transitions.
At a glance
- Category
- Browse Productivity tools
- Best for
- Financial Advisors, Registered Investment Advisors (RIAs), Wealth Management Firms
- Pricing
- Pricing starts at $21/month for the Value plan (40 meetings monthly), with a Pro plan at $37.50/month for unlimited meetings. Other modules, such as document processing, are priced based on usage.
- Key use cases
- Meeting Coordination, Client Data Extraction, Advisor Book Transitions, Digital Client Onboarding
- Integrations
- CRM systems, Financial planning software, Excel
- Official website
- Visit Fasttrackr AI tools official website
FastTrackr is a software platform built for wealth management workflows. It provides a suite of AI tools designed to handle data-heavy tasks, such as extracting information from bank and tax documents and summarizing client meetings.
The software is intended for financial advisors, Registered Investment Advisors (RIAs), and wealth management firms. It focuses on reducing manual data entry and supporting the administrative side of client management.
Capabilities include a meeting assistant that supports virtual calls and a document intelligence module for processing financial paperwork. It is designed to fit into existing advisory tech stacks.
Buyers should confirm which specific modules they need, as some features like document processing are priced based on usage rather than a flat monthly fee.
Key Features
AI Meeting Assistant
Generates pre-meeting prep from email and CRM data, summarizes Zoom, Teams, and Google Meet calls, and drafts follow-up emails.
AI Document Processing
Extracts and organizes data from brokerage, bank, tax, and equity compensation documents.
AI Client Onboarding
Automates data gathering from meetings and communications and supports auto-populating CRM and financial planning software.
AI Advisor Transitions
Automates data gathering from client households to help map data into firm and custodial paperwork.
Use Cases
Meeting Coordination
Using the AI assistant to prepare pre-meeting materials and identify action items from call summaries.
Client Data Extraction
Extracting data from financial documents into organized insights with export options to Excel or CRM tools.
Advisor Book Transitions
Supporting the movement of advisors and client books by automating household record creation.
Digital Client Onboarding
Automating the collection of client information to help initiate account openings and deliver agreements.
Best For
- Financial Advisors
- Registered Investment Advisors (RIAs)
- Wealth Management Firms
Integrations
- CRM systems
- Financial planning software
- Excel
Pricing
Pricing starts at $21/month for the Value plan (40 meetings monthly), with a Pro plan at $37.50/month for unlimited meetings. Other modules, such as document processing, are priced based on usage.
FAQ
Who is FastTrackr designed for?
- It is designed for financial advisors, RIAs, and wealth management firms.
What is the pricing for FastTrackr?
- Plans start at $21/month for the Value plan and $37.50/month for the Pro plan, with additional modules priced based on usage.
Which meeting platforms does the AI assistant support?
- The assistant summarizes virtual calls from Zoom, Microsoft Teams, and Google Meet, as well as in-person meetings.
Does FastTrackr offer a free trial?
- Yes, the service provides a 14-day free trial.
Source category: Productivity
Source subcategory: Meeting Assistant
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Categories
Software Type
How AI is used
FastTrackr is a productivity platform for wealth management firms that supports meeting notes, client onboarding, and document data extraction. It is designed for financial advisors to reduce manual administrative work through integrations with CRMs and financial planning software. Buyers should note that some module pricing is based on usage.
Pros & Cons
Pros
- Supports virtual meeting platforms including Zoom, Teams, and Google Meet
- Supports exports to common tools like CRMs and Excel
- Handles specific financial document types including tax, bank, and brokerage
- Offers a 14-day free trial
Cons
- Pricing for document processing and certain modules is usage-based, which may result in variable monthly costs.
- The Value plan limits users to 40 meetings per month.
