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What is FastTrackr AI?

FastTrackr AI is an AI executive assistant designed for financial advisors. It automates workflows, manages meetings, handles client planning, tasks, and emails, allowing advisors to focus on strengthening client relationships and expanding their business. It's built for RIAs and financial advisors, offering secure AI to extract and aggregate information from client documents, enrich financial analysis, create meeting prep notes, turn conversations into summaries and tasks, and draft personalized emails. It integrates with CRM, email, and calendar systems.

How to use FastTrackr AI?

Financial advisors can use FastTrackr AI to automate tasks such as document processing, meeting summarization, task management, and client communication. By integrating it with their existing CRM, email, and calendar systems, they can streamline their workflows and focus on building client relationships.

FastTrackr AI's Core Features

Document Processing

Meeting Summarization

Task Management

Tech Stack Integration

Client Communication

FastTrackr AI's Use Cases

#1 Extracting data from client financial documents

#2 Creating meeting prep notes

#3 Drafting personalized emails

#4 Managing and tracking tasks

FastTrackr AI

📋Introduction

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