FastTrackr for Wealth Management
Empower your Wealth Advisors with AI
Empower your Wealth Advisors with AI
Let them focus on client relationships and growing the business, while AI takes care of the manual, time-consuming work
Let them focus on client relationships and growing the business, while AI takes care of the manual, time-consuming work
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For Wealth Advisors
Power of secure AI at your fingertips
Run effective client meetings
Fully leverage in-house knowledge of your client
Reduce time & effort spent on admin tasks
Features designed for wealth management firms
Document Analysis
Organize client-provided financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize client-provided financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize client-provided financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize client-provided financial docs and information into structured reports, enabling better visibility & analysis
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
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© Copyright 2024, All Rights Reserved by gAI Ventures Private Limited
© Copyright 2024, All Rights Reserved by gAI Ventures Private Limited
© Copyright 2024, All Rights Reserved by gAI Ventures Private Limited
© Copyright 2024, All Rights Reserved by gAI Ventures Private Limited