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Press coverageOctober 23, 2026
Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor tools
InvestmentNews covers Finbox™, FinTurk's AI-powered inbox for RIAs, and unlimited AI usage on the Max plan.
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The latest from FinTurk. Open any card to read the full article.
Press release · Business WireOctober 21, 2026
FinTurk Introduces FinBox and Unlimited AI Usage to Streamline Email Management for Financial Advisors
FinTurk introduces Finbox™, an AI-powered inbox that brings advisors' Outlook or Gmail email into FinTurk, and unlimited AI usage across the platform for Max plan users.
Press release · Business WireOctober 14, 2026
FinTurk Partners With Fiduciary Check to Expand Access to AI-Native CRM for Financial Advisors
FinTurk partners with Fiduciary Check to bring its AI-native CRM to Fiduciary Check members, who can receive discounts of up to 44%.
Press release · Business WireSeptember 10, 2026
FinTurk Launches PortfolioSolver™ and Vigil to Expand Advisor Automation
FinTurk introduces PortfolioSolver, which turns client constraints into proposed trades for advisor approval, and Vigil, an always-on AI that monitors connections, portfolios and accounts, tasks and inboxes and flags what needs attention.
Press releaseAugust 26, 2026
FinTurk named a 2026 ThinkAdvisor Luminaries finalist
FinTurk has been selected as a finalist in the Operations Product or Service Innovation category of the 2026 ThinkAdvisor Luminaries Awards — three months after launching out of beta with Chicago Partners.
Press coverageJuly 24, 2026
Mitchell Bratina on what FinTurk is fixing in the CRM space
In a Q&A with The Wealth Advisor, founder Mitchell Bratina explains how FinTurk tackles the CRM industry's "mission drift" — platforms that force firms to fit their software instead of the other way around.
Press release · Business WireJuly 23, 2026
FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors
FinTurk adds FormFiller, which fills client paperwork from CRM data, and CashSweep, which automates cash management across client accounts.
Press coverageJuly 20, 2026
Has your CRM become a roadblock to personalization?
In a bylined article for Advisorpedia, founder Mitchell Bratina argues that legacy CRMs built on standardization are the quiet enemy of personalized advice.
Press coverageJuly 14, 2026
How technology can help advisors guide clients with IPO wealth
Wealth Solutions Report features founder Mitchell Bratina among three fintech leaders on serving newly wealthy clients with concentrated stock, equity compensation, and multi-year tax planning.
Press coverageMay 14, 2026
Digital Digest: The Latest Tech News – Chicago Partners, FinTurk, WealthReach
Family Wealth Report's Digital Digest features the FinTurk launch and founder Mitchell Bratina on why the platform was built.
Press release · Business WireMay 14, 2026
FinTurk Launches Advisor-Built CRM With $8 Billion RIA Chicago Partners
FinTurk announces its official launch, with Chicago Partners Wealth Advisors as its first enterprise customer.
Press coverageMay 14, 2026
Frustrated former advisor launches AI-powered CRM with $8B RIA client
InvestmentNews covers the FinTurk launch — a platform designed around how advisory firms actually work, with an RIA managing over $8 billion as its first enterprise customer.
Milestones
FinTurk is listed on the Kitces Technology Map
FinTurk is listed on the industry-standard Kitces Technology Map, recognized alongside the leading technology solutions for financial advisors.
Powder integration cuts manual data entry for Chicago Partners
With Powder's document-parsing AI integrated into FinTurk, Chicago Partners saw a 95% reduction in manual data entry and 2 to 8 hours saved per prospect, according to a case study published by Powder.
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