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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Description

FastTrackr AI serves as a transformative AI engine for wealth management, designed to facilitate advisor transitions in a matter of weeks rather than dragging on for months. Tailored specifically for the needs of advisor transitions and informed by actual operational processes, it enables firms to automate time-consuming tasks such as repapering, onboarding, account transfers, documentation, CRM updates, and compliance reviews. By consolidating the transition process into a single secure workflow, it assists teams in minimizing manual coordination, addressing NIGO issues prior to submission, and ensuring that every action is traceable. FastTrackr AI enhances efficiency by supporting automatic form completion using data from CRM and custodians, implementing custodian-specific logic, conducting data completeness audits, and performing pre-submission validations to mitigate delays that can extend a transition by days or even weeks. This solution is meticulously crafted for wealth management operations, where the transition of a single advisor may entail the handling of hundreds of client accounts, a plethora of forms, exception management, audit trails, and monitored communications. Ultimately, FastTrackr AI empowers firms to streamline their processes and enhance overall productivity during advisor transitions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airstack Yes 
ArcGIS Yes 
Check Point Cloud Firewall Yes 
EGrAMS Yes 
Fortinet SD-WAN Yes 
HPE Consumption Analytics Yes 
Huawei FusionStorage Yes 
IBM Cloud Yes 
Juniper Booking Engine Yes 
Microsoft 365 Yes 
Oracle Cloud Infrastructure Yes 
Palo Alto Networks Next-Generation Firewalls Yes 
Symantec Advanced Authentication Yes 
VMware Cloud Yes 
Veritas NetBackup Yes 

Integrations

Airstack No 
ArcGIS No 
Check Point Cloud Firewall No 
EGrAMS No 
Fortinet SD-WAN No 
HPE Consumption Analytics No 
Huawei FusionStorage No 
IBM Cloud No 
Juniper Booking Engine No 
Microsoft 365 No 
Oracle Cloud Infrastructure No 
Palo Alto Networks Next-Generation Firewalls No 
Symantec Advanced Authentication No 
VMware Cloud No 
Veritas NetBackup No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Vendor Details

Company Name

FastTrackr AI

Founded

2025

Country

United States

Website

fasttrackr.ai/

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

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