FastTrackr AI

Feed FastTrackr AI your client documents, meeting conversations, and the contents of your CRM, email, and calendar, and it hands back meeting prep notes, summaries, task lists, and drafted emails.

FastTrackr AI is an AI executive assistant for financial advisors, built for RIAs who spend too much of the week on admin rather than on clients.

On the document side, the AI extracts and aggregates information from client files and uses it to enrich financial analysis.

After a meeting, it turns the conversation into a summary and follow-up tasks.

Emails come out as personalized drafts you can review before they go anywhere.

Because FastTrackr AI connects with CRM, email, and calendar systems, it works alongside the tools an advisory practice already runs on.

It is narrowly geared toward financial advisors, so it makes the most sense for that workflow, and less sense as a general office assistant for other teams.