Fewer tools. Better connected.
FinTurk replaces most of your stack — and connects natively to the parts worth keeping.
That's why the list below is short on purpose — these are the tools worth keeping, connected natively.
Portfolio Management
Orion
orion.com
Connect your Orion portfolio management system for unified reporting and analytics. FinTurk has no direct custodian integrations: portfolio and account data arrives through Orion.
WebsiteEmail & Messaging
Gmail
workspace.google.com
Sync Gmail so client emails log to the right record automatically and every conversation stays in context. With Finbox™ (early access), you can also read and reply to your inbox inside FinTurk.
Website
Outlook
microsoft.com
Sync Outlook email and calendar events so client communications log automatically and you never miss a follow-up. With Finbox™ (early access), you can also read and reply to your inbox inside FinTurk.
Website
Slack
slack.com
Get FinTurk notifications in Slack and chat with Finn without leaving your workspace.
WebsiteCalendar & Meetings
Google Calendar
workspace.google.com
Sync Google Calendar so client meetings show up on the right records and your schedule stays in step with FinTurk.
Website
Google Meet
workspace.google.com
FinTurk pulls in your Google Meet transcript after each call, drafts the summary and action items, and logs the meeting to the client profile.
Website
Microsoft Teams
microsoft.com
FinTurk pulls in your Microsoft Teams meeting and Teams Phone call transcripts after each call, drafts the summary and action items, and logs the meeting to the client profile.
Website
Zoom
zoom.us
FinTurk pulls in your Zoom meeting and Zoom Phone call transcripts after each call, drafts the summary and action items, and logs the meeting to the client profile.
WebsiteFile Storage
Google Drive
workspace.google.com
Use Google Drive as the file storage behind FinTurk, so client documents stay in your firm's own Drive.
Website
OneDrive
microsoft.com
Use OneDrive as the file storage behind FinTurk, so client documents stay in your firm's own OneDrive.
WebsiteData Automation
Powder
powderfi.com
Powder's document-parsing AI is built into FinTurk's upload flow: drop in a prospect's statements and every account, holding, and tax lot is extracted automatically — no manual data entry.
WebsiteDon't see what you need?
Tell us what you'd like to connect. We review every request, and when it's a reasonable scope and useful to other firms too, we're often able to build it.
Send your request to integrations@finturk.com
Ready to streamline your tech stack?
See how FinTurk connects with the tools you keep to create a unified, efficient workflow.
Questions first? Send us a message →
SOC 2 Type II compliant · Your data stays yours, always.