The Intelligent CRMBuilt for Financial Advisors
Everything your firm runs on — from client reviews to portfolio management — in one intelligent CRM.
Questions first? Send us a message →
Preview of the FinTurk dashboard homepage showing client allocations, open tasks, pending AI approvals, and actionable client reviews, with the Finn assistant available.
Meet Finn.The AI that already knows your book.
Finn lives inside FinTurk, not bolted on top of it. Because the platform was built for AI from day one, Finn can reach every note, household, task, and allocation in your book. Ask it anything. Then let it do the work: Finn drafts the task, builds the automation, or proposes the change. Finn gets your approval before it changes a client record or acts on your behalf.
Knows your entire book
Ask about any client and get an answer with full context — and with citations, so you can see exactly where it came from.
Does the work for you
Tell Finn what you need in plain language and it handles the legwork, creating tasks, assigning owners, and building automations for your review.
Your approval first
Finn gets your approval before it changes a client record or acts on your behalf. Built for fiduciaries.
Teaches as it goes
Ask how to do anything and Finn walks you through it step by step, so your team learns the process, not just the answer.
This demo plays on its own. Hover over it or move focus into it to pause, use the suggestion buttons to run a different example, and use Approve or Edit to act on the task Finn proposes.
Every tool you need to run your book at maximum efficiency.
Reports & dashboards
Build any report in minutes, combine them into cross-filtered dashboards, and drill into any number on screen.
Automation builder
A visual canvas with dry-run previews. Build automations by hand, or have Finn draft one for your review.
Allocation & CashSweep
Model portfolios, drift monitoring, and automated cash management. All inside the same system as your client records.
AI meeting notetaker
Summaries and action items from your Zoom, Microsoft Teams, and Google Meet transcripts. No meeting bot, and native to your CRM.
Your work doesn't have boundaries.Your tech shouldn't either.
FinTurk replaces most of your stack — and connects natively to what's worth keeping.
Orion
Portfolio
Gmail
Email
Outlook
Email
Google Calendar
Calendar
Google Meet
Meetings
Microsoft Teams
Meetings
Zoom
Meetings
Google Drive
File Storage
OneDrive
File Storage
Slack
Messaging
Powder
Document AIOrion
PortfolioGmail
EmailOutlook
EmailGoogle Calendar
CalendarGoogle Meet
MeetingsMicrosoft Teams
MeetingsZoom
MeetingsGoogle Drive
File StorageOneDrive
File StorageSlack
MessagingPowder
Document AITrusted by advisors. Proven in practice.
AUM on platform: the combined assets under management of the advisory firms using FinTurk.
“FinTurk has allowed us to implement and leverage the benefits of Artificial Intelligence in a way that has compounded our growth. Our advisors are now able to serve more clients, better, in less time. The results are nothing short of incredible.”
Up and running in days, not months.
Switching CRMs has a reputation: months of mapping fields, lost notes, custom objects that never survive the move. That's not how this works. Migration is included — our team does it, not a mapping tool.
Export
Pull the standard export from your current CRM, or send us a spreadsheet.
Send it securely
Send it to us through a secure upload. That's the last work you'll do.
We take it from there
Our team moves every note, field, and custom object as-is, then walks you through going live.
Our largest migration moved a whole book — nearly 20 years of activity history — off Practifi (built on Salesforce) in 8 days.
Read the case studyGive your advisors the next generation of CRM technology.
See FinTurk on real advisor workflows, then leave the switch to us. Migration is included and handled by our team, so you're not spending months on it.
Questions first? Send us a message →
SOC 2 Type II compliant · Your data stays yours, always.