FastTrackr AI is an advanced AI assistant tailored for financial advisors, RIAs, wealth managers, and broker-dealers. It helps automate various workflows, including document processing, meeting summaries, and task management. FastTrackr AI offers features like meeting recording, transcription, CRM integration, email scheduling, and task creation. By handling these administrative tasks, FastTrackr AI allows advisors to focus on building and maintaining client relationships, increasing efficiency, and growing their businesses.

Monyble is a comprehensive financial management tool designed to help individuals, businesses, and financial advisors track their income and expenses, set budgets, monitor financial goals, and generate insightful reports. It offers a user-friendly interface, seamless integration with your bank accounts, and advanced analytics to give you a clear picture of your financial health. With Monyble, you can make informed decisions, save more money, and achieve your financial goals effortlessly.