Is there a free trial?

The Meeting Assistant and Document Intelligence modules have free tiers. Advisor Transitions starts with a paid pilot.

Which custodians are supported?

FastTrackr says it supports the major custodians and will share specifics on request via its contact form.

Is client data used to train AI models?

No. FastTrackr states it does not use client data to train any models, and data is encrypted in transit and at rest with role-based access and audit trails.

How fast can a firm go live?

For most firms, within days, with setup running in parallel with the first transition.

FastTrackr AI

AI platform for wealth management that automates advisor transitions, client onboarding, meeting notes and document extraction.

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Optimization

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About FastTrackr AI

FastTrackr AI is an AI platform for wealth management firms, built mainly to handle advisor transitions, the process of moving client accounts and assets from one firm or custodian to another. It extracts client and account data from existing systems, documents and conversations to pre-populate household records, so clients confirm information instead of filling out intake forms again.

The system maps documents across custodians and firms, pre-fills the required forms, and either pushes them to the custodian via API where supported or generates signature-ready documents. A project management view tracks every household and step in one place, replacing spreadsheet tracking, and is visible to advisors, their teams and clients. Firm-specific forms are mapped into the workflow during onboarding.

Beyond transitions, FastTrackr offers independent modules for client onboarding, a meeting assistant that handles prep, notes, follow-ups and CRM updates, and document intelligence for brokerage statements, tax documents and equity compensation. It serves transition consultants, breakaway advisors, acquisitive RIAs, independent broker-dealers and custodians. The company states it is SOC 2 Type II compliant and does not train models on client data.

Best for

Breakaway advisors moving their book to a new firm
Transition consultants handling multiple advisor moves
Acquisitive RIAs integrating M&A deals
Broker-dealers and custodians onboarding advisors

Pros

Pre-fills custodian forms and pushes via API where supported
Tracks hundreds of households in one shared dashboard
Independent modules; firms can start with just one
Free tiers for Meeting Assistant and Document Intelligence

Cons

Built solely for wealth management, not general business use
No public prices; pricing requires a call or demo
Advisor Transitions starts with a paid pilot, no free trial

Pricing

Advisor Transitions is custom-priced based on scope, time saved and retained AUM, starting with a paid pilot, while Meeting Assistant and Document Intelligence are per-seat with free tiers and Client Onboarding is per-seat for advisors or custom for firms.

FastTrackr AI FAQ

Is there a free trial?: The Meeting Assistant and Document Intelligence modules have free tiers. Advisor Transitions starts with a paid pilot.
Which custodians are supported?: FastTrackr says it supports the major custodians and will share specifics on request via its contact form.
Is client data used to train AI models?: No. FastTrackr states it does not use client data to train any models, and data is encrypted in transit and at rest with role-based access and audit trails.
How fast can a firm go live?: For most firms, within days, with setup running in parallel with the first transition.