Powerful features, built for advisors
Everything you need to manage clients, automate your practice, and grow your business, all in one platform designed specifically for financial advisors.
Profiles & households
Complete client profiles with household views, custom fields, and intelligent tagging. Every interaction, document, and note sits in one place, so you can focus on what matters most: building relationships.
- 360° client profiles with full contact history
- Household views linking family members and accounts
- Unlimited custom fields for any data you need
- Smart tagging, segmentation, and phonetic search
- Activity timeline with notes, calls, and meetings
Need a prospect pipeline or referral tracking?
Because every object, page, and automation in FinTurk is customizable, our team builds them for your firm during onboarding, usually in minutes.
Finn
Finn is the AI built into FinTurk, not an assistant bolted onto the side of it. It reaches every note, household, task, and allocation in your book and drafts the work for you to review.
- Floating chat and a pop-out window, open from any screen
- Voice input, with spoken requests transcribed into the chat
- An AI Workspace where Finn's actions open as managed tabs
- Finn gets your approval before it changes a client record or acts on your behalf
- Quick commands, saved prompts, and chat export
I've opened the Rebalance & RMD Review allocation. It has 1 pending transaction.
- •Sell 100% of EEM ($27,508)
- •Proceeds to cash for RMD
Reports & dashboards
Build any report in minutes, combine them into cross-filtered dashboards, and drill into any number on screen. Flexible reporting that answers the questions actually worth asking.
- Build any report in minutes, filtered on any field
- Describe the report you want and Finn builds it for your review
- Combine saved reports into cross-filtered dashboards
- Scatter, KPI cards, area-fill lines, stacked and grouped bars
- Table calculations and calculated fields
- Drill down into any bar, slice, or point
- Export any report to CSV
Automation builder
A visual canvas with dry-run previews. Build automations by hand, or describe what you want and Finn builds it for your review, no need to learn every setting. Either way you see exactly what will happen before it runs.
- Node-based visual canvas with undo and redo
- Dry-run previews before an automation goes live
- Have Finn draft one, then review it before approving
- Triggered tasks, emails, and reminders
- Automations can send and receive webhooks, so FinTurk can trigger, and respond to, the other tools your firm uses
- Service calendar and review scheduling
- Admin-gated, so not every seat can ship a workflow
Node-based canvas • Dry-run previews • Finn drafts, you approve
AI meeting notetaker
No bot in your meetings. After each Zoom, Microsoft Teams, or Google Meet call, FinTurk pulls in the transcript the platform already created and drafts the summary and action items, right in your CRM rather than another vendor's tool.
- Pulls in your Zoom, Microsoft Teams, and Google Meet transcripts after each call
- Calls on Zoom Phone and Microsoft Teams Phone, the same way
- In-person meetings, transcribed from your phone with the FinTurk Mobile beta
- Bring a transcript you already have and have it ingested
- AI summaries, action items, and drafted follow-up emails
- Meeting prep and agendas ahead of the call
- Transcripts stored against the client record
Portfolio allocation
Create and manage custom client portfolios with model templates, drift monitoring, and branded Excel exports, all integrated with your CRM rather than bolted alongside it.
- Custom portfolio construction
- Model portfolio templates
- Visual allocation and drift analysis
- Allocation sending, recall, and branded Excel export
- Drift monitoring and alerts
- Bulk review of allocation drift proposals from Finn
Solve portfolios against your constraints
Set the rules your firm actually works to and let the solver construct against them, on the same allocation engine and inside the same client record. It proposes; you stay the approver.
CashSweep™
Automated cash raising, sweeping, and billing, integrated into your client workflow. Full audit trails and portfolio management integration make cash management effortless.
- Automated cash sweeping across accounts
- Smart cash raising for distributions
- Exclude accounts or recognize pending money movements
- Complete audit trails for compliance
Tasks & reminders
Task management built for advisory workflows. Create, assign, and track work across your team with due dates, priorities, and automatic reminders.
- Create tasks linked to clients or households
- Assign tasks to team members with due dates
- Priority levels and status tracking
- Automatic reminders and notifications
- Recurring tasks, with weekend adjustment
Activity tracking
Automatically log every client interaction: calls, emails, meetings, and notes. Build a complete picture of your relationships with a unified timeline that keeps the whole team in sync.
- Automatic call and email logging
- AI-extracted action items and summaries
- Unified timeline across all channels
- Team-wide visibility and collaboration
- Custom activity types and tags
Re: Q4 Portfolio Performance Summary
Discussed retirement timeline changes • 18 min
Reviewed estate plan, discussed Roth conversion
“Client mentioned interest in charitable giving strategies...”
The everyday things, done properly.
Client reviews
Agendas, tracking, outcomes.
- Review meeting tracking with agendas and outcomes
- Complete and incomplete tabs in review tracking
Email & calendar
Synced to every record.
- Finbox™ (early access): your Outlook or Gmail inbox inside FinTurk, with AI-drafted replies
- Gmail and Outlook email, logged to the right client record
- Email archiving and reusable templates
- Google Calendar and Outlook calendar sync, plus a dedicated Events hub for meetings
Custom homepage
Your widgets, your layout.
- Drag-and-drop widget grid
- Allocations, tasks, reviews, AI approvals, or any saved report
Page builder
Custom layouts for any object, or have Finn lay one out for you.
- 24-column grid with container, field, table, and rich-text widgets
- Expression formulas and conditional fields
- Preview mode with live sample data
Data health
A book that cleans itself.
- Surfaces duplicates and stale records
- Member merge for consolidating duplicates
- Admin-gated
FinTurk Mobile
BetaTranscribe in-person meetings with the meeting assistant, chat with Finn, review tasks, and look up client information from your phone. Available by invitation.
Ready to transform your practice?
Join 65+ advisors who've already made the switch. Migration is included and handled by our team, so you're not spending months on it.
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