Automate Your Workflows
AI Meeting
Assistant For
Financial Advisors
Focus on strengthening client relationships and expanding your business while AI helps you manage meetings, client planning, tasks, emails, and more
Trusted AI Assistant for financial
advisors, RIAs, wealth managers,
and broker-dealers.
Built For Financial Advisors
Power of secure AI at your fingertips
Create meeting prep docs
Turn conversations into notes & tasks
Draft follow up emails
Schedule meetings
Integrate with CRM, email, calendar
FastTrackr AI Goes Beyond Note-Taking
Handle everything from meeting prep, scheduling,
note-taking to client communications.
Meeting Transcription & Summarization
AI Captures every insight while you focus on what matters.
Cut 90% of Your Post-Meeting Work
FastTrackr AI doesn't just take notes – it understands context. Every client conversation is neatly structured into actionable insights and tasks.
Client Planning
AI leverages all in-house data about the client.
Be fully prepared for every client interaction
FastTrackr AI gives you an overview of prior interactions and helps set the agenda for an upcoming meeting.
Task Management
AI helps you be on top of all ongoing action items.
Manage your tasks at a client & portfolio level
FastTrackr AI identifies new action items from meetings and keeps them in sync with your CRM.
Features
Designed to simplify your workflow and maximize efficiency
Meeting Recording & Transcription
Record virtual and in-person meetings with one click, and capture key discussion points. Access a searchable archive and review past conversations with AI-powered search.
Scheduling New Meetings
Task Management
CRM Integration
Follow Up Emails
Frequently Asked Questions
How is FastTrackr AI different from other meeting note-taking tools?
How secure is my data with FastTrackr AI?
How does meeting recording work?
Does FastTrackr AI integrate with my CRM?
How do I schedule a meeting using FastTrackr AI?
How do I send follow-up emails using FastTrackr AI?
How can I create and sync tasks using FastTrackr AI?
Have more questions? Contact our support
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