KeenaiKeenai Global
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Related Products
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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.
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About
Keenai is where expertise meets innovation, transforming wealth with intelligence. Keenai is redefining the future of wealth management, where human expertise and AI-driven intelligence unite as Augmented Intelligence.
This powerful combination delivers smarter insights and uncovers opportunities that others may miss. We empower global investors and advisors to make better, more confident decisions through this unique blend of human intuition and technology.
Our leadership team, each with over 20 years of experience, brings unparalleled expertise to every decision. Together, we foster a culture of constant learning and growth, drawing on decades of collective wisdom to drive innovation and success.
Keenai Wealth, our wealth management app, offers bespoke investment opportunities, backed by deep insights and tailored to the unique needs of global investors. Build your competitive edge with Keenai Pulse.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
RIA operations directors who need to automate advisor transitions, repapering, compliance tracking, and client account movement
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Audience
Investors and wealth managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFastTrackr AI
Founded: 2025
United States
fasttrackr.ai/
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Company InformationKeenai Global
Founded: 2021
Singapore
www.keenaiglobal.com
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Integrations
No info available.
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Integrations
No info available.
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