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AI executive assistant for financial advisors, automating workflows and managing client interactions.
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.
Finance
Document Processing; Meeting Summarization; Task Management; Tech Stack Integration; Client Communication
Every week, our team highlights tools solving real business problemsβhereβs a quick peek.
π Stay ahead with AI and receive:
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Access our Free Community and join 400K+ professionals learning AI
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35% Discount for ChatNode
π Stay ahead with AI and receive:
β
Access our Free Community and join 400K+ professionals learning AI
β 35% Discount for ChatNode