SOLIAMVERMEG
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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
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.
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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
Asset owners, wealth managers, financial institutions, and regulatory/compliance teams seeking efficient, compliant investment management solutions.
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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 InformationVERMEG
Founded: 1993
Netherlands
vermeg.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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