Imagine

FastTrackr AI

AI executive assistant for financial advisors, automating workflows and managing client interactions.

The AI REPORT pick
Automation
Finance
Subscription (monthly/yearly)
Overview
ABOUT

FastTrackr AI is an AI executive assistant designed for financial advisors. It automates workflows, manages meetings, handles client planning, tasks, and emails, allowing advisors to focus on strengthening client relationships and expanding their business. It's built for RIAs and financial advisors, offering secure AI to extract and aggregate information from client documents, enrich financial analysis, create meeting prep notes, turn conversations into summaries and tasks, and draft personalized emails. It integrates with CRM, email, and calendar systems.

USE CASE

Finance

KEY FEATURES

Document Processing; Meeting Summarization; Task Management; Tech Stack Integration; Client Communication

Meta
Subscription (monthly/yearly)
$500–999/month
β†’ Go to Pricing Page
Startup (1–10)
United States

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