FastTrackr AI
Fast-track your operations and give yourself more time!
FastTrackr AI is a modular AI platform that fast-tracks your most time-consuming workflows - so you can focus on clients.
Choose any or all modules:
- AI Meeting Assistant (live): Automates prep, summaries, and follow-ups from meetings
- AI Document Processing (live): Extracts and enriches data from client documents
- AI Onboarding (beta): Streamlines and expedites the ‘new client’ journey
Trusted by solo advisors and large RIAs alike, FastTrackr saves practices over 1,000 hours annually while fitting seamlessly into your existing stack.
Enterprise-grade security with SOC 2 Type II.
Do less admin. Spend more time on relationships and growth.
FPA Advantage
As an exclusive benefit for FPA members, you get:
● 10% discount on all monthly and annual plans
● 14-day free trial - no credit card, no commitment
● White-glove onboarding to get you up and running quickly
● Priority early access to upcoming beta features and tools
Benefits
Fast-track your operational workflows.
FastTrackr AI offers flexible, independently-usable modules to eliminate manual work:
AI Meeting Assistant
Fast-tracks meeting prep with email and CRM summaries, then generates notes, action items, and follow-up drafts. Syncs with your CRM.
Starts at $21/month (before FPA discount)
AI Document Processing
Extracts data from brokerage, bank, and tax documents. Adds insights to support planning and analysis, and complements your existing financial planning software.
Pay only for what you use.
Security First
SOC 2 Type II certified. Your data stays private, encrypted, and is never used to train AI.