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
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.
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.
Ready to take your next step?
Grow your AUM and convert more prospects with our investment software for advisors.
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.
