AI Stack For RIAs & Financial Advisors
| Founded year: | 2024 |
| Country: | United States of America |
| Funding rounds: | Not set |
| Total funding amount: | Not set |
Description
FastTrackr AI is built specifically for financial advisors - RIAs, broker-dealers, wealth managers, and financial planners. Imagine never having to manually take notes, track follow-ups, or update your CRM again. FastTrackr AI captures client interactions, automates action items, ensures compliance, and drafts personalized follow-ups, all while keeping you 100% engaged in client conversations.
Instagram: https://www.instagram.com/fasttrackr_ai/
