FastTrackr AI

FastTrackr AI is an AI executive assistant built specifically for RIAs and financial advisors who want to spend less time on administrative work and more time building client relationships. Drowning in meeting prep, client emails, planning tasks, and follow-ups? FastTrackr automates it all — extracting and aggregating information from client documents, enriching financial analysis, creating meeting prep notes, turning conversations into summaries and action items, and drafting personalized emails on your behalf. It integrates with your CRM, email, and calendar systems, and is built with security at its core so sensitive client information stays protected. The result: more bandwidth for the work that actually grows your practice.