FastTrackr AI

FastTrackr AI is a web and mobile AI workflow platform for RIAs, broker-dealers, wealth managers, and financial planners, built to automate meeting, onboarding, and document-heavy operations.

Key capabilities include:

• AI Meeting Assistant for pre-meeting preparation, real-time transcription, AI-generated summaries, action items, and draft follow-up emails; supports virtual and in-person meetings (including Zoom, Microsoft Teams, and Google Meet) with one-click CRM updates.
• Document Intelligence to extract and organize data from complex financial documents (including ACATs, statements, reports, tax forms, and equity plans) and export structured outputs to tools like CRMs or spreadsheets.
• AI Client Onboarding to automate data gathering, pre-fill client information for confirmation, populate CRM records, and support account setup.
• Integrations with CRMs such as Wealthbox, Redtail, and Salesforce, plus calendars and email (Google, Microsoft) and communication channels including WhatsApp.

Pricing: “Try for Free” option, Value plan (40 meetings) $25/month, Pro plan (Unlimited meetings) $45/month. Contact for bundle pricing plans.

Notable for its SOC 2 certification, compliance-oriented capabilities (including audit trails and KYC/AML checks), and focus on end-to-end wealth management workflows such as advisor transitions, onboarding, meeting follow-ups, and document processing.