
Generative AI Software
FastTrackr AI is an AI stack for financial advisors and RIAs. Imagine never having to 'manually' - extract & aggregate information from long client docs; update accounts; take meeting notes; track follow-ups, and much more. FastTrackr AI automates document analysis, captures client interactions, automates action items, ensures compliance, and drafts personalized follow-ups, all while keeping you 100% focused on your client and the wider business.
- Revenue
- $330K
- Customers
- -
- Year founded
- -
- Funding
- -
- Team size
- 3
- Location
- United States




















