FastTrackr AI

About FastTrackr AI

Move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped by consultants, operators, and RIA founders who move billions in client assets every year. 01. We learn your book Where you're coming from. Where you're going. Every household, every account, every quirk. Mapped before day one, so nothing surprises you mid-move. 02. AI-driven data collection What used to take days happens in minutes. Clients confirm what we already have, they don't fill out manual forms again. The intake disappears, the experience improves. 03. Custodian forms, auto-filled Push directly to your custodian via API where supported. Or get pre-filled forms ready for client signature. Either way, no retyping, no copy-paste between tabs. 04. Visibility, end to end From day one to the final asset transfer. Every household, every step, visible to you, your team, and your clients. No more blind handoffs. No more "where are we on this one?" Built for every player in the transition. Transition Consultants Take on more deals without taking on more admin slog. Your team moves more books with the same headcount. Breakaway Advisors Bring your book to your new firm without burning out your team or losing your clients. Acquisitive RIAs Protect AUM and accelerate revenue through every M&A integration. Cut weeks out of every deal. Independent Broker-Dealers Win advisor recruits with a transition experience that actually works. Stop losing recruits to the firm with the smoother onboarding. Custodians Help your advisors grow faster, acquire better, and onboard onto your platform smoothly. Be the on-ramp for every new RIA and advisory practice.

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