AI transition engine for wealth management that moves advisor books in days, not months
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Stage
Not given
Established
Founded
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2020
Based in
US
US
Pricing model
Contact for pricing
Contact for pricing
Pricing
Meeting Assistant: Per-seat, free tier to start. Document Intelligence: Per-seat, pay for what you use, free tier to start. Client Onboarding: Per-seat for advisors, custom for firms. Enterprise contracts available for broker-dealers, custodians, and large RIAs tied to advisor and household volume.
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Key features
Automated document extraction from brokerage statements, tax forms, and equity compensation documents
Pre-filled client forms reducing manual data entry
Integration with Gmail, Outlook, Zoom, Teams, and Google Meet
ROI modeling based on time-savings and retained AUM
SOC 2 Type II compliance
Mobile credit card processing
ACH payment processing
Point of sale systems
Virtual terminal merchant services
Chargeback prevention services
Merchant fraud protection
Embedded payments
Virtual card issuing
NaviGo resource hub with Q&A forums and marketing tools
What makes it different
Move advisor books in days, not months
Purpose-built by consultants, operators, and RIA founders moving billions in client assets
Flexible pricing based on scope and usage, not per-seat licensing
Proven case studies: $100M repapered zero NIGO, 411 accounts moved before noon, $400M moved in 9 days
No use of customer data for AI model training
Lifetime residuals secured by ironclad contracts that protect earnings even if the company is sold
24/7 US-based support from Tempe, Arizona
Transparent true splits where agents earn stated percentage of 100% of revenue generated
Custom solutions created specifically for agent and merchant needs
FastTrackr AI
PayCompass