AI transition engine for wealth management that moves advisor books in days, not months
Intelligent forecasting technology for global asset managers
Stage
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Founded
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Based in
US
CA
Pricing model
Contact for pricing
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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
Portfolio-wide scenario analysis and what-if modeling
Financial model processing from Excel without templates
Causal discovery mapping of cause-and-effect relationships
Forecast accuracy tracking and consensus comparison
Event detection and alert monitoring
Secure private cloud and flexible deployment options
API connectivity and system integration
Integration with proprietary and external data sources
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
Converts isolated analyst forecasts into an auditable firm-level asset
Enables portfolio-wide scenario analysis in minutes rather than hours
Provides causal transparency into performance drivers
Combines financial models with AI-powered research monitoring
FastTrackr AI
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