It also processes client documents—such as PDFs and scanned files—turning them into structured insights enriched with live market data. Certified with SOC 2 Type II security standards, FastTrackr ensures data protection while automating tasks like CRM updates, meeting preparation, and post-call summaries.
- Financial advisors & RIAs: Automate meeting summaries, CRM updates, and client communication with high fidelity.
- Wealth management teams: Reduce administrative workload through AI-driven document processing and task automation.
- Compliance & operations staff: Maintain accurate records and audit-ready reports using real-time insights.
- Hybrid work professionals: Seamlessly manage digital meetings and follow-ups across Zoom, Teams, or Gmail.
- Busy professionals in finance: Reclaim hours by letting FastTrackr handle note-taking, reminders, and drafts.
How to Use It?
- Create account: Sign up and authenticate via Google Workspace or Microsoft.
- Connect calendar & CRM: Allow FastTrackr to detect your meeting links and client data.
- Run virtual meetings: FastTrackr auto-joins, records, transcribes, and extracts action items.
- Review summaries: Get structured notes, tasks, and personalized email drafts post-meeting.
- Process documents: Upload client PDFs to auto-extract insights and augment with live market data.
- Live meeting co-pilot: Automatically joins and summarizes virtual meetings without manual setup.
- Document intelligence: Turns client files into structured outputs—accelerating proposal and analysis workflows.
- Tech stack integration: Seamlessly connects with email, calendar, and CRM systems.
- High-level security compliance: SOC 2 Type II certification ensures enterprise-grade data protection.
- Custom productivity engine: Automates repetitive admin tasks, letting advisors focus on client relationships.
- Saves hours by automating meeting notes and action items.
- Streamlines CRM and document workflows for faster client delivery.
- Strong security and compliance make it enterprise-ready.
- No-switch usability with direct integration into advisors’ existing tools.
- Keeps audit trails and records accurate for compliance purposes.
- Pricing and onboarding may be complex for small firms or solo advisors.
- Requires clean virtual meeting setup—audio quality affects summaries.
- Custom setup for CRM or systems may need technical support.
- Heavy reliance on integrations; limited standalone features.
- May need manual editing for accuracy in highly technical financial discussions.
Monthly
$ 399.00
- AI Document Processing For RIAs & Financial Advisors
Value Plan
$ 24.99
- AI Meeting Assistant For
- 40 Meetings Per Month
Pro Plan
$ 44.99
- AI Meeting Assistant For
- Unlimited Usage
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This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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