FastTrackr AI

FastTrackr AI targets one of the most painful, least glamorous processes in wealth management: moving an advisor's book of business. Repapering hundreds of accounts across custodians has barely changed in decades — account applications, transfer-of-asset forms, firm paperwork, all multiplied per household, tracked in spreadsheets, and taking 90 days or longer. During that time revenue is paused and client relationships are exposed.

The platform attacks it with automation in four stages. It learns the book first, mapping every household, account and quirk before day one. Then AI-driven data collection replaces the intake form, so clients confirm information the platform already has rather than filling out blanks again. From the household record, FastTrackr determines which custodian and firm forms are needed and fills them, dispatching through DocuSign, filled PDFs, Excel templates or custodian APIs. Finally, every household and step stays visible to the advisor, the team and the client throughout the move.

It is positioned around measurable outcomes: roughly 75% less admin work, moves measured in days rather than months, fewer not-in-good-order rejections, and higher retained AUM because faster closes leave less room for client attrition. It is built for advisory practices, transition consultants, RIAs, broker-dealers and custodians, and the company states SOC 2 Type II compliance.