Asset Growth & Storytelling
Strategize and Communicate with Conviction
Building and maintaining client trust is paramount. Use FastTrack’s intuitive portfolio modeling to navigate client conversations with clarity. Ensure your narratives are consistent, backed by data, and speak to your clients’ financial goals.
Transform Ideas into Visual Stories
Powerful Visuals for Effective Client Engagement
Take your portfolio strategies to the next level – evaluate, refine, and present them with compelling visuals. Whether it’s for client meetings, newsletters, or blogs, FastTrack’s advisor software turns your insights into narratives that captivate and educate.
Precision in Investment Choices
Dive Deep and Curate with Confidence
FastTrack grants you the flexibility to scrutinize statistics over any time frame. Break free from standard metrics. Dictate the narrative, pinpoint investment opportunities, and present them with precision.
Rank funds, ETFs, stocks, models and more all on the same page.
Streamlined Data & Advisor-Centric Software
Say Goodbye to Tedious Data Aggregation
Experience comprehensive investment data, all in a single platform. FastTrack’s extensive database covers stocks, ETFs, mutual funds, and more, ensuring you’re equipped with accurate data for decisive actions.
Focus on what truly matters – advising clients and scaling your business – with the best in class software for advisors.
Ready to take your next step?
Grow your AUM and convert more prospects with our investment software for advisors.