FastTrackr

AI for Complex Workflows in Wealth Management

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Description

FastTrackr empowers wealth management professionals by automating essential workflows such as advisor transitions, client onboarding, document intelligence, and meeting assistance. The platform uses advanced AI to reduce manual data entry, streamline onboarding, automate documentation, and coordinate meetings, all while integrating directly with existing CRM, planning, and financial tools.

By providing real-time automation across multiple business processes, FastTrackr enables advisors to focus more on clients and strategic planning. Financial firms, RIAs, and industry players benefit from significant time savings and improved client service, making operational bottlenecks a thing of the past.

Key Features

Advisor Transitions: Automates data gathering from client households and maps data into firm and custodial paperwork to support fast advisor transitions.
Client Onboarding: Automates information collection, pre-fills client data, auto-populates CRM and planning platforms, and initiates account opening.
Document Intelligence: Extracts and summarizes information from brokerage, bank, tax, and equity documents, enriching insights with current market data and exporting to other software.
Meeting Assistant: Generates pre-meeting prep from email and CRM data, summarizes meetings (including Zoom, Teams, GMeet), drafts follow-ups, and updates systems in one click.
Tech Stack Integration: Seamlessly connects with existing CRM, planning, and financial software without requiring a system overhaul.

Use Cases

Automating advisor transitions in financial firms
Accelerating and improving client onboarding
Extracting, organizing, and summarizing client financial documents
Coordinating and documenting client meetings
Integrating workflow automation with CRM and planning tools

Frequently Asked Questions

How do we solve for Advisor Transitions?

FastTrackr automates the data gathering process from client households, creates comprehensive household records, and logically maps data into firm and custodial paperwork to expedite advisor transitions.

How does Client Onboarding work?

The client onboarding module automates data collection from meetings and communications, enables clients to confirm pre-filled details, auto-populates CRM and planning tools, and initiates account opening while delivering disclosures and agreements.

What does the Document Intelligence module do?

Document Intelligence extracts and organizes data from financial documents such as brokerage, bank, tax, and equity compensation reports, summarizes information for analysis and reporting, enriches insights with current market data, and enables exports to other tools.

Tell us about the meeting assistant.

The meeting assistant generates pre-meeting preparation from emails and CRM data, summarizes calls (including in-person and virtual meetings), drafts contextual follow-up emails, identifies action items, and updates CRM and other tools in one click.

Can I sign up for individual modules, or do I need all of them?

You can sign up for individual modules based on your workflow needs, or contact FastTrackr for bundled plans and specific requirements.