+
+

Related Products

  • MOVEit
    625 Ratings
    Visit Website
  • Randstad RiseSmart
    26 Ratings
    Visit Website
  • Intellimas
    30 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • Cloverleaf
    189 Ratings
    Visit Website
  • RouteGenie
    49 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website
  • INTOO
    244 Ratings
    Visit Website
  • Comet Backup
    219 Ratings
    Visit Website
  • Jotform
    9,009 Ratings
    Visit Website

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

Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Wealth management firms and financial advisors that need to automate advisor transitions, client onboarding, and related operational workflows

Audience

Independent Registered Investment Advisors (RIAs) and wealth management firms looking for a fully integrated portfolio management, reporting, and client engagement platform to streamline operations and scale efficiently

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

FastTrackr AI
Founded: 2025
United States
fasttrackr.ai/

Company Information

Envestnet
Founded: 1999
United States
www.envestnet.com/tamarac

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
VestmarkONE

VestmarkONE

Vestmark

Categories

Wealth Management Supported

Categories

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

MoneyGuide Not Supported
ProTracker Advantage Not Supported
RightCapital Not Supported
SaaSTech.io Not Supported
Zuar Runner Not Supported

Integrations

MoneyGuide Supported
ProTracker Advantage Supported
RightCapital Supported
SaaSTech.io Supported
Zuar Runner Supported
Claim FastTrackr AI and update features and information
Claim FastTrackr AI and update features and information
Claim Envestnet | Tamarac and update features and information
Claim Envestnet | Tamarac and update features and information