FastTrackr AI

About FastTrackr AI

Deep Dive with Clara AI

FastTrackr AI is an AI platform designed specifically for RIAs and Financial Advisors, offering a suite of tools to enhance efficiency and client service. Key Features: AI Meeting Assistant: Automates meeting preparation, real-time note-taking, summary generation, and CRM updates, allowing advisors to focus on client interaction. AI Document Processing: Efficiently extracts, organizes, and enriches client data from various financial documents. AI Client Onboarding: Streamlines the onboarding process by automating data gathering, pre-filling CRMs, and reducing manual effort. FastTrackr integrates seamlessly with your existing tech stack, enabling workflow automation within minutes of signing up, without requiring a system overhaul. This AI-powered integration eliminates manual data entry across tools, freeing up advisors to concentrate on their clients.

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Pricing

Free Trial Available
Starts at $21.00. Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

60%
Momentum

63%
Popularity

64%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers
Individuals

API Support

Not available

Modes of Support

Online

FastTrackr AI Features

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Productivity Bots Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%

Natural Language Commands

Users can effortlessly input tasks by typing or speaking in natural, conversational language.

Project Management Integration

Seamlessly integrates with leading project management tools

Workflow Orchestration

Enables seamless task integration using intuitive if-this-then-that logic for smooth and efficient automation.

AI Powered Insights

Unlock smarter, AI-powered insights to streamline prioritization and maximize productivity.

Knowledge Access

Extract data seamlessly from your CRM, project management tools, or knowledge bases.

Reminders (Alerts)

Effortlessly schedule automated reminders for deadlines, meetings, and tasks, ensuring you stay organized and on track.

Calendar Sync

Automatically syncs the scheduled meetings to third-party cloud calendars.

Task Automation

Automatically execute mundane and repetitive tasks so that employees can focus on productive works.

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Custom Bot Builder

Users can effortlessly build low-code or no-code bots, simplifying automation and streamlining workflows

White Labeling

To rebrand using customized name, logo and digital impressions

Sentiment Analysis

Allows discovering the stand of customers/audience towards a brand/product/service through analysis of opinion made in comments.

Multi-language Support

Available in multiple languages to support global customers

FastTrackr AI Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

MONTHLY YEARLY

Value (AI Meeting Assistant) $21.00 $25.00 per month

40 meetings monthly

Features

Prepares meeting insights using email and CRM data
Summarizes key points from in-person and virtual meetings (Zoom, Teams, Google Meet)
Crafts personalized follow-up emails and highlights action items
Updates CRM and tools effortlessly with a single click

Start Free Trial

Pro (AI Meeting Assistant) $37.50 $45.00 per month

Unlimited meetings

Features

Prepares meeting insights using email and CRM data
Summarizes key points from in-person and virtual meetings (Zoom, Teams, Google Meet)
Crafts personalized follow-up emails and highlights action items
Updates CRM and tools effortlessly with a single click

Start Free Trial

AI Document Processing and AI Client Onboarding Custom

The software offers AI Document Processing and AI Client Onboarding pricing plans on basis of request.

Start Free Trial

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Disclaimer: The pricing details were last updated on 22/09/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FastTrackr AI Pricing