FastTrackr AI
@Fasttrackr_AI
Followers
7
Following
33
Media
39
Statuses
46
Built specifically for financial advisors - RIAs, broker-dealers, wealth managers, & financial planners. Doc processing, meeting summaries, tasks, emails & more
United States
Joined February 2025
In the latest episode of Advisor Ally, we sit down with Brittany Brinckerhoff, from Hilltop Wealth Advisors. With over a decade of experience, she shares her inspiring journey from college intern to trusted advisor and leader in the financial planning world. #WealthManagement
1
0
0
We've complied a list of must watch podcasts for Financial Advisors and RIAs. @vinmoh_22 #financialadvisor #wealthmanagement
0
0
1
The future of WealthTech won’t be driven by algorithms alone. It will be shaped by the quality, integrity, and intent behind the data that powers them. #WealthTech #AIinFinance #FintechEvolution #DataEthics #FinancialInnovation #SmartWealth #VerifiedData @vinmoh_22
0
0
2
A great financial advisor is far more than a portfolio manager. They act as a thinking partner in every major life and financial decision. Comment below: What do you expect from a great advisor?. @vinmoh_22 #wealthtech #wealthmanagement #financialadvisor
0
0
0
This roadmap isn’t just about what software to use. It’s about how to think, so that your choices evolve with your firm, not ahead or behind it. Link to the resource: @vinmoh_22 . #WealthTech #WealthManagement #RIA
0
0
0
In the wealth management space, advice is everywhere, but understanding is rare. Marla Sofer sees the blind spot. She’s building Knowmee, a company that operates on a simple premise:. Watch the full episode (Links are in the comments).@vinmoh_22
1
0
1
FastTrackr AI is now SOC 2 Type II certified. If you're a financial advisor, you know trust is everything. That’s why we built FastTrackr from the ground up with security and compliance at its core. #WealthTech #FinancialAdvisors #SOC2 #AdvisorTech #FastTrackr @vinmoh_22
0
2
3
In the latest episode of Advisor Ally, we sat down with veteran financial advisor Jack Firestone, who recently retired after 37 years in wealth management. Tune in to know how he built an $800M+ client-centric advisory firm, and the secrets behind his success
1
0
1
Discover how the all-new FastTrackr AI Meeting Assistant streamlines your entire meeting workflow: from prep to follow-up with enterprise-grade SOC2-certified security. #WealthManagement #WealthTech #RIA #FinancialAdvisory #Fintech
0
0
1
Investing myths. Market truths. The future of advice. We unpack it all with Serge Berger, CIO at Blue Marlin Advisors. Full episode (links below). @SteadyTrader @vinmoh_22
1
2
3
FastTrackr AI is excited to support the Garrett Planning Network family of financial advisors. As part of our support for GPN members, we’re offering:. • White-glove onboarding. • Free trials. • Custom support. #AdvisorTech #RIAEfficiency #GPN #FastTrackrAI.@GarrettPlanning
0
1
2
Learn how next-generation advisory firms are seeking solutions outside the conventional wealth management toolkit. #FinancialAdvisory #WealthManagement #WealthTech #Fintech
0
0
2
In the latest episode of Advisor Ally, we sat down with Jeff Dunn-Bernstein, AIF®, Founder of Paradise Advisor Group and QE Wealth Management. Watch the full episode (Links are in the comments). #WealthTech #Finance #WealthManagement #RealEstate @DunBern
1
1
0
FastTrackr AI at Wealth Management Edge. Read our latest blog:
0
0
0
In the latest episode of Advisor All, we spoke with Sukesh Pai, CFA, Founder & Principal at Trillium Square Advisors LLC. Link to the podcast: #WealthManagement #WealthAdvisor #FinancialAdvisor #Finance #GenAI.
0
0
1