Launched January 30, 2024
FastTrackr AI
Your Personal Executive, Right in Your WhatsApp
Subscription285 impressions#27 of its week
FastTrackr AI: Your AI Executive Assistant on WhatsApp for seamless email, calendar, and task management with just a message or voice command.
FastTrackr AI is an AI executive assistant on WhatsApp that handles email, calendar, and task management via text or voice.
- for
- Financial advisors and their teams managing client transitions and daily workflow.
- pricing
- freemium · free trial
works withWhatsApp
Key features
8 features of FastTrackr AI
- WhatsApp Interface — Interact with the assistant through messages or voice commands on WhatsApp.
- Email Management — Send, read, and organize emails using natural language prompts.
- Calendar Scheduling — Create, modify, and view calendar events via chat.
- Task Management — Add, update, and track tasks without leaving WhatsApp.
- Meeting Assistant — Automated meeting prep, note-taking, and follow-ups per seat, with a free tier.
- Document Intelligence — Convert brokerage statements, tax docs, and equity compensation data into structured formats, pay-as-you-go.
- Client Onboarding — Streamlined onboarding workflow for new advisory clients, priced per seat or custom.
- SOC 2 Type II Compliance — Meets industry security standards for data protection.
Use cases
- Schedule client meetings on the fly via WhatsApp.
- Summarize and prioritize incoming emails using voice commands.
- Generate and track task lists for advisor transition projects.
- Extract structured data from brokerage statements for reporting.
- Onboard new advisory clients quickly with automated forms.
FastTrackr AI FAQ
Can we start with one module and add others?+
Yes, most firms begin with a single module and expand as needed.
Do you offer enterprise contracts?+
Yes, enterprise agreements are available for broker-dealers, custodians, and large RIAs, based on advisor and household volume.
Is there a free trial?+
The Meeting Assistant and Document Intelligence modules have free tiers; Advisor Transitions starts with a paid pilot.
How is pricing determined?+
Pricing is scoped to each firm’s transition volume and usage, rather than a fixed seat count.
Summarized by DevHunt from fasttrackr.ai · Oct 4, 2026. Details may change; check the official site.
