Fasttrackr AI
AI executive assistant for financial advisors, automating workflows and managing client interactions.
WebsiteContact for PricingAI For FinanceAI Document ExtractionAI Meeting AssistantAI Task Management
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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.
Financial advisors can use FastTrackr AI to automate tasks such as document processing, meeting summarization, task management, and client communication. By integrating it with their existing CRM, email, and calendar systems, they can streamline their workflows and focus on building client relationships.
You should choose Fasttrackr AI if you’re a financial advisor looking to save time and automate your workflow. It handles meetings, client docs, emails, and more, so you can focus on what really matters—building client relationships.
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