Get started with Wealthbox + FastTrackr AI
Modern CRM integrated with an AI meeting assistant that automates prep, summaries, tasks, and follow-ups
Modern CRM integrated with an AI meeting assistant that automates prep, summaries, tasks, and follow-ups
Overview
FastTrackr is an AI stack for RIAs. The AI-powered meeting assistant is designed for financial advisors to automate the entire client meeting workflow—from preparation to follow-up. FastTrackr delivers real-time meeting transcription, AI-generated summaries, and intelligent task tracking while extracting key information from documents like ACATs, statements, and reports. With the FastTrackr integration, advisors can create or update client records in Wealthbox, sync meeting notes and tasks, and access detailed prep materials.
Automatically generate meeting notes and tasks, sync them to Wealthbox, and instantly update the Contact Record in Wealthbox with all relevant details.Resources
“This FastTrackr and Wealthbox integration lets financial advisors effortlessly sync notes and tasks from client meetings to an existing Wealthbox contact or create a new one for prospects.”
Vineet Mohan
Cofounder, FastTrackr AI
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