Task Management & AI · Built for Financial Teams
Track keeps your team accountable — tasks, deadlines, and follow-ups, handled automatically.
SEC/FINRA compliant · No credit card required
Task Management
Assign tasks with priorities and deadlines. Break them down into subtasks. Track dependencies. Every change is broadcast to the team in real time — no status meetings, no lost context.
Team Management
Live workload across the whole team — so you spot bottlenecks before they become fires. No more pinging people for status. No more micromanaging.
Client CRM
Track every client alongside the work. Profiles, documents, and interaction history — linked directly to the tasks that move them forward. No more switching tabs.
WhatsApp AI Agent
Sofia knows every task, every deadline, and every team member's workload — and manages it all through natural conversation.
Your AI employee. Always on.
Sofia checks in throughout your day —
Join the teams that run on Track.
SEC/FINRA compliant · No credit card required