What is FastTrackr AI?
FastTrackr AI is an AI-powered executive assistant designed specifically for financial advisors. It streamlines workflows and enhances client interactions through automated processes, integrating with existing tools to reduce manual tasks and allow advisors to focus on personalized financial strategies.
How to use FastTrackr AI?
After integrating with your existing systems, FastTrackr AI automatically categorizes and prioritizes emails, automates client follow-ups, schedules meetings, and updates client portfolios. Simply review the AI-suggested actions, approve or modify them, and monitor your dashboard for performance insights.
Core features of FastTrackr AI?
- Intelligent Email Management: Automates categorization and prioritization of emails
- Client Communication Automation: Enables timely and personalized client responses
- Workflow Optimization: Automates repetitive tasks to reduce manual intervention
- Market Trend Analysis: Provides real-time financial market insights
- Portfolio Management: Streamlines tracking and updating of client portfolios

