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A Powerful Investment Research Platform

For Financial Advisors

Spend more time advising clients and growing your business.
Leverage FastTrack for investment research, portfolio modeling, stress testing, and client presentations.

Join the thousands of RIAs, managers, and investors that depend on our investment software for advisors to find the best Mutual Funds, ETFs and stocks and share those ideas with clients and colleagues.

Start My Trial
software for advisors to help grow assets under management.

Grow Assets. Tell your story.

Visualize strategies and share with clients and prospects.

Client communication is key to winning new business. FastTrack’s portfolio modeling is a powerful and intuitive tool to build trust with your clients.

Showcase portfolio strengths

Guide conversations

Maintain consistency all all communications

Grow Assets

Share Investment Visions

A picture speaks (sells) 1000s words

Improve your portfolio strategies, perform thorough comparisons for evaluation, and create informative visuals to inform clients and include in your newsletter or blog posts.

FastTrack’s investment software for advisors provides you the tools to grow your business.

Share Ideas
software for financial advisors to share investment information with clients
software for advisors to choose the best investments

Investment Selection

Rank funds, ETFs, stocks, Portfolios, and Indexes

Scan, sort, and rank statistics over ANY time period. Our truly unique spreadsheet allows rapid calculations for any date range.

Unleash from the standard YTD, monthly and quarterly numbers. You choose the best story to analyze and share.

Spreadsheet

Ready to take your next step?

Grow your AUM and convert more prospects with our investment software for advisors.

Get Started Today

Comprehensive, Accurate Data & Software for Advisors

Stop Wasting Time on Data Collection

By providing all the essential investment data in one place, FastTrack saves investors time and eliminates the hassle of collecting and analyzing data from multiple sources.

Our platform offers complete coverage for all stocks, mutual funds, ETFs, closed-end funds, and thousands of indexes. This includes total returns, risk metrics, closing prices, charts, scatter plots, technical charts, and much more.

With accurate and reliable data at your fingertips, you can make informed decisions and outperform the competition with our software for advisors.

Data Coverage
accurate data and software for financial advisors

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Investors FastTrack
(866) 295-0166

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