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About

Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse.

About

FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a multi-module platform solution to provide their clients with investment advice

Audience

RIA operations directors who need to automate advisor transitions, repapering, compliance tracking, and client account movement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Comarch
Founded: 1993
Poland
www.comarch.com/finance/banking/comarch-wealth-management/

Company Information

FastTrackr AI
Founded: 2025
United States
fasttrackr.ai/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Airstack
ArcGIS
Check Point Cloud Firewall
Cisco ACI
Dell EMC NetWorker
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

Integrations

Airstack
ArcGIS
Check Point Cloud Firewall
Cisco ACI
Dell EMC NetWorker
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup
Claim Comarch Wealth Management and update features and information
Claim Comarch Wealth Management and update features and information
Claim FastTrackr AI and update features and information
Claim FastTrackr AI and update features and information