| What it does | AI transition engine for wealth management that moves advisor books in days, not months
| Set your price once. Price every market intelligently.
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| Not given
|
|---|
| Pricing model | Contact for pricing
| Freemium
|
|---|
| 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.
| Not given
|
|---|
| 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
| - Pricing recommendations based on World Bank PPP data and local price levels
- Strategy presets: Conservative, Balanced, and Growth dampening options
- Drift detection alerts when currencies move away from your strategy
- Dry run preview before publishing any price changes
- Read-back verification confirms each price change published to the store
- Pricing matrix showing every market and plan with filtering and bulk editing
- Protected markets: lock specific markets, plans, or regions from changes
- Full price history with approvals, economic data, and calculations
- Covers 170+ Google Play markets in pricing recommendations
- Plan relationship validation to maintain pricing hierarchies
|
|---|
| 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
| - Pricing recommendations grounded in purchasing power data, not currency conversion alone
- Every recommendation shows its inputs and reasoning for review before publishing
- Safety-first publishing with dry runs, idempotent writes, and read-back verification
- Nothing publishes automatically; all changes require explicit user approval
- Pricing includes all 170+ markets; no per-market or per-product charges
|
|---|
| Free plan | Not given
| Not given
|
|---|
| Open source | Not given
| Not given
|
|---|
| Platforms | Not given
| Not given
|
|---|
| Public API | Not given
| Not given
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 19 ▼ −1 (down) since last check | 5 ● no change since last check |
|---|
| Trust Flow (Majestic) | 25 | 1 |
|---|
| Citation Flow (Majestic) | 25 | 15 |
|---|
| Referring domains (Majestic) | 277 | 4 |
|---|
FastTrackr AI
Paywall Parity