FastTrackr AI

The Industry Faces Major Operational BottlenecksAdvisor transitionsWeeks, monthsper client repaperingClient onboardingDays, weeksper new clientUpdating CRM, planning, other tools1-3 hoursper clientProcessing client data manually1-2 hoursper documentPreparation, note-taking and follow-ups1-2 hoursper meetingHow Does FastTrackr Help?AI that seamlessly automates workflows: Be it complex or day-to-dayMove advisors and books in days not monthsAdvisor Transitions• Automates data gathering from client households• Seamlessly creates comprehensive household records• Logically maps data into firm and cu...

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