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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.

About

Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.

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

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

Audience

Family offices and wealth advisors seeking a solution to consolidate complex asset portfolios, automates data feeds and reporting, and delivers full visibility and control

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

Free
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

FastTrackr AI
Founded: 2025
United States
fasttrackr.ai/

Company Information

Masttro
United States
www.masttro.com

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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