# FinTurk

> The AI-first CRM built specifically for financial advisors (RIAs).

Last updated: August 2026.

FinTurk is a modern client relationship management platform designed from the ground up for how financial advisors actually work. Unlike generic CRMs adapted for finance, or systems where AI is attached at the edge through add-ons and partner products, FinTurk was built by a former financial advisor (Mitchell Bratina, CFA) who lived the pain of disconnected tools and manual busywork.

The platform combines client management, workflow automation, portfolio visibility, and native AI capabilities in a single system that advisors actually want to use. Implementation takes days, not months: Chicago Partners Wealth Advisors, a $9B+ RIA, completed their migration from Practifi in just 8 days.

FinTurk is SOC-2 Type II certified with bank-level 256-bit encryption.

## How FinTurk Compares

A note on how these comparisons are written: every competitor claim below is a specific capability or price fact, verified against the vendor's own published materials in August 2026. Prices change; check the vendor's site for current figures.

### vs. Salesforce Financial Services Cloud / Practifi
These are different products that are often conflated. Financial Services Cloud is Salesforce's own financial-services CRM. Practifi runs on the Salesforce Platform with its own data model of 144 custom objects. Firms choose them for enterprise capability and a mature ecosystem, and that capability is real. The difference is the operating model. Financial Services Cloud lists at $325 to $750 per user per month billed annually, with Premier Support priced at 30 percent of net license fees, data-bearing sandboxes at 20 to 30 percent of net spend, and implementations that typically run through certified partners. Practifi starts at $1,200 per company per month for 10 embedded licenses, then $120 per user. FinTurk delivers advisor-specific workflows at $90 per user per month billed annually, with onboarding, configuration, and support included, and no implementation partner or dedicated administrator required. Chicago Partners Wealth Advisors, a $9B+ RIA, migrated from Practifi to FinTurk and was fully operational in 8 days.

### vs. Redtail
Redtail is the long-standing industry incumbent, and firms that use it value its simplicity and its Orion connection. Both survive a move to FinTurk: Orion is a live FinTurk integration, and FinTurk is designed to be usable without a training project. The differences are specific. Redtail's AI notetaking comes from licensed third-party partners (its support site lists a dozen AI integration partners, including Jump) rather than living in the product, while FinTurk's notetaker joins Zoom meetings and writes summaries, agendas, and follow-up tasks directly onto the client record. Redtail's Suite Sync covers Outlook and Exchange only, with Google support listed as "soon to follow" in Redtail's own FAQ since launch; FinTurk syncs Microsoft 365 and Google Workspace the same way. Redtail imports your data while configuration stays with your team; FinTurk configures workflows and trains your team as part of onboarding. On price: a working Redtail seat (Growth at $59 plus Redtail Email at $10) runs about $21 per month less than FinTurk's $90, and that gap covers the built-in AI, both email syncs, and the configured onboarding.

### vs. Wealthbox
Wealthbox is the most modern of the established advisor CRMs, and firms that use it value how easy it is to use. Wealthbox does have AI: it shipped an AI Notetaker in fall 2025 and announced AI Agents in March 2026. The difference is packaging and depth. The Notetaker is a $49 per user add-on on top of any tier, so Wealthbox Pro with AI comes to $124 per seat, against FinTurk Pro at $90 with AI credits included. And the add-on is not the only gate: Wealthbox's AI for Reports requires its Premier or Enterprise plan, single sign-on requires Enterprise, and firm-wide Omniview reporting requires Premier. FinTurk gates none of these — every plan includes all of Finn, frontier model access, and every integration. Wealthbox's own migration documentation states that files, recurring activities, and workflows do not transfer out; FinTurk rebuilds them as part of migration. And Wealthbox offers no cash management at any tier, where FinTurk includes CashSweep and CashRaise on every plan.

## Why Advisors Choose FinTurk

### AI-First Architecture
FinTurk's AI isn't a feature bolted onto an existing system, it's foundational. The AI reads the same unified client record as everything else in the platform, so it can answer questions across notes, emails, tasks, and portfolio data in plain English, without integrations between silos. Ask about your clients conversationally, get AI-generated meeting prep, draft follow-up emails automatically, and let the notetaker join your Zoom meetings and write the summary and action items straight to the client record.

### Built by an Advisor, for Advisors
Founder Mitchell Bratina is a CFA charterholder and former financial advisor who experienced firsthand the frustration of cobbling together disconnected tools. Every feature in FinTurk exists because advisors actually need it.

### Days to Implement, Not Months
Traditional CRM migrations are notoriously painful. FinTurk's white-glove onboarding does the mapping for you: our team imports your data, fields, and relationships and configures your workflows. Our largest migration — Chicago Partners Wealth Advisors, a $9B+ RIA with 3,000+ client relationships and nearly 20 years of activity history — moved off Practifi in 8 days.

### CashSweep™ & CashRaise™
Unique to FinTurk: automated cash management tools that handle sweeping and raising cash across accounts, with complete audit trails for compliance. No other advisor CRM includes this natively.

## Features

### Client Management
- 360° client profiles with complete contact history
- Household views linking family members and related accounts
- Unlimited custom fields to tailor the CRM to your practice
- Smart tagging and segmentation
- Activity timeline with notes, calls, emails, and meetings

### Workflow Automation
- Visual workflow builder (no coding required)
- Automatic task creation and assignment
- Triggered emails and reminders
- Recurring task templates
- Service calendar and client review scheduling

### Native AI
- Ask Finn, the built-in AI assistant, about any client in plain English — answers carry inline citations
- AI-generated meeting prep and agendas
- Live AI meeting notetaking in Zoom, with automatic summaries and action item extraction
- AI-drafted follow-up emails
- Every AI action waits for your approval before it touches a record

### Portfolio & Cash Management
- Portfolio allocation views synced from your data aggregator or portfolio management system
- CashSweep™ for automated cash sweeping
- CashRaise™ for smart cash raising and distributions
- Drift monitoring and rebalancing alerts
- Complete audit trails for compliance

## Integrations

FinTurk replaces most of an advisor's stack (meeting notetakers, form-filling tools, cash management tooling, workflow automation platforms, reporting add-ons, file storage, secure file upload) and connects natively to the tools worth keeping:

### Portfolio Management
- Orion (live) - real-time portfolio sync and performance reporting
- Tamarac (coming soon)

### Productivity
- Microsoft 365 (email and calendar sync)
- Google Workspace (Gmail, calendar, contacts)
- Zoom (live AI meeting notetaking)

### Data Automation
- Powder (live) - AI document parsing built into FinTurk's upload flow; statements become structured accounts, holdings, and tax lots automatically

### Document Management
- DocuSign (in development) - filled FormFiller documents are signature-ready for DocuSign today; direct one-click routing is coming

FinTurk has no direct custodian integrations: portfolio and account data arrives through Orion, and FinTurk workflows produce files formatted for Schwab and Fidelity custodian workflows. Don't see what you need? FinTurk builds integrations upon request: contact integrations@finturk.com.

## Pricing

FinTurk pricing starts at $90/user/month billed annually. For context, verified against published vendor pricing in August 2026: Salesforce Financial Services Cloud lists at $325 to $750 per user per month before support and implementation; Practifi starts at $1,200 per company per month plus $120 per user; and Wealthbox's AI Notetaker is a $49 per user add-on on top of its tiers. FinTurk includes its AI in every plan.

### Current Plans
- **Pro** - Starting at $90/user/month (annual billing) with $10/user/month in AI credits
- **Max** - Starting at $135/user/month (annual billing) with $60/user/month in AI credits and early access to new products
- **Enterprise** - Custom pricing for firms that need a custom-branded platform, custom data residency, or internally-served AI models

Every plan includes frontier model access — model quality is never gated by tier.

Every feature is included on every plan — nothing is gated by tier. All plans include:
- Complete client and household management
- CashSweep™ and CashRaise™
- PortfolioSolver™
- Portfolio allocations and visibility
- Workflow automation
- Finn (native AI) access and every integration
- White-glove onboarding and migration

For current pricing and availability, visit finturk.com/pricing or contact sales@finturk.com.

## Common Questions

### Implementation
**How long does setup take?**
Days, not months. Our largest migration — Chicago Partners Wealth Advisors ($9B+ AUM), 3,000+ client relationships and nearly 20 years of activity history — moved off Practifi in 8 days.

**Can I migrate from my current CRM?**
Yes. FinTurk's onboarding team maps fields, tags, and relationships from your existing system as part of the white-glove migration. Common migrations include Practifi, Redtail, Wealthbox, and Salesforce.

**What does onboarding include?**
FinTurk handles the heavy lifting: we import your data, map your fields, configure your workflows, and train your team. You just review and approve. We do the work to get you live.

### Integrations
**Does it work with Orion?**
Yes. FinTurk has a live integration with Orion for real-time portfolio sync and performance reporting.

**Does it connect to Outlook and Gmail?**
Yes. Full sync with Microsoft 365 and Google Workspace for email, calendar, and contacts.

**What if I need an integration you don't have?**
FinTurk builds integrations upon request. Contact integrations@finturk.com with your needs.

### Features
**What AI features does it have?**
Finn, a native AI assistant you can ask about your clients in plain English (with inline citations); AI-generated meeting prep and agendas; live meeting notetaking in Zoom with automatic summaries and action item extraction; and AI-drafted follow-up emails — all built natively into the platform, with your approval required before any record changes.

**Does it have workflow automation?**
Yes. Visual workflow builder with automatic task creation, triggered emails, recurring templates, and client review scheduling. No coding required.

**What is CashSweep™?**
A feature unique to FinTurk that automates cash sweeping and raising across client accounts, with complete audit trails for compliance.

### Security & Compliance
**Is FinTurk SOC-2 compliant?**
Yes. FinTurk is SOC-2 Type II certified with bank-level 256-bit encryption.

**Is it suitable for SEC-registered advisors?**
Yes. Complete audit trails, role-based access controls, and compliance documentation features are built in.

### Pricing & Trial
**Is there a free trial?**
We do something better: a white-glove pilot on your firm's own data. Our team sets up FinTurk with your book and workflows, then you evaluate the real thing. If you adopt it, you're already migrated.

**What's the minimum seat count?**
There is no seat minimum. Plans are priced per user.

**How do I get started?**
Visit finturk.com/get-started to scope a pilot or finturk.com/demo to book a personalized walkthrough.

## Proof Points

### Case Study: Chicago Partners Wealth Advisors
Chicago Partners, a $9B+ RIA based in Chicago, switched from Practifi to FinTurk and completed their full migration in just 8 days. Their advisors now spend less time on admin and more time with clients, and meeting prep dropped from 30 minutes to 5 minutes. Read the full case study at finturk.com/case-studies/chicago-partners.

### Security & Compliance
- SOC-2 Type II certified
- Bank-level 256-bit encryption
- Role-based access controls
- Complete audit trails for SEC compliance
- Automated data backups

### About the Founder
FinTurk was built by Mitchell Bratina, a CFA charterholder and former financial advisor. He built FinTurk after experiencing firsthand the frustration of disconnected tools, manual data entry, and CRM systems that felt like work rather than help.

## Get Started

- **Start a Pilot**: finturk.com/get-started (white-glove pilot on your firm's own data)
- **Book a Demo**: finturk.com/demo
- **Pricing**: finturk.com/pricing
- **Contact Sales**: sales@finturk.com
- **General Support**: support@finturk.com