The latest articles and press coverage, every product on the FinTurk platform, and where each one actually stands today.
Wealth Solutions Report
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.
The latest from FinTurk. Open any card to read the full article.
In a bylined article for Advisorpedia, founder Mitchell Bratina argues that legacy CRMs built on standardization are the quiet enemy of personalized advice.
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.
Family Wealth Report's Digital Digest features the FinTurk launch and founder Mitchell Bratina on why the platform was built.
FinTurk comes out of stealth with an AI-powered CRM built by a former advisor, landing Chicago Partners Wealth Advisors as its first enterprise customer.
InvestmentNews covers the FinTurk launch — a platform designed around how advisory firms actually work, with an $8 billion RIA as its first enterprise customer.
Four products, at four different stages. The status on each card is the real one.
CashSweep identifies excess cash and puts it to work. CashRaise generates the cash you need for billing and distributions. Both run across every client account at once, with a complete audit trail.
Describe a client's constraints in plain English. The AI turns them into structured rules you approve one at a time, then a deterministic optimizer builds a proposed trade set that satisfies all of them at once.
FormFiller reads a client form and fills it from the data already in your CRM, signature-ready for DocuSign. Fill in a missing field mid-generation and it's written back to the CRM, so the record stays the source of truth.
AdvisorPay turns client fee revenue into accurate advisor compensation through a guided quarterly close, then locks the quarter and rolls it forward.
FinTurk is listed on the industry-standard Kitces AdvisorTech Map, recognized alongside the leading technology solutions for financial advisors.
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.
Interview requests, press kits, and anything else our media team can help with.
The latest articles and press coverage, every product on the FinTurk platform, and where each one actually stands today.
Wealth Solutions ReportIn 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.
The latest from FinTurk. Open any card to read the full article.
In a bylined article for Advisorpedia, founder Mitchell Bratina argues that legacy CRMs built on standardization are the quiet enemy of personalized advice.
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.
Family Wealth Report's Digital Digest features the FinTurk launch and founder Mitchell Bratina on why the platform was built.
FinTurk comes out of stealth with an AI-powered CRM built by a former advisor, landing Chicago Partners Wealth Advisors as its first enterprise customer.
InvestmentNews covers the FinTurk launch — a platform designed around how advisory firms actually work, with an $8 billion RIA as its first enterprise customer.
Four products, at four different stages. The status on each card is the real one.
CashSweep identifies excess cash and puts it to work. CashRaise generates the cash you need for billing and distributions. Both run across every client account at once, with a complete audit trail.
Describe a client's constraints in plain English. The AI turns them into structured rules you approve one at a time, then a deterministic optimizer builds a proposed trade set that satisfies all of them at once.
FormFiller reads a client form and fills it from the data already in your CRM, signature-ready for DocuSign. Fill in a missing field mid-generation and it's written back to the CRM, so the record stays the source of truth.
AdvisorPay turns client fee revenue into accurate advisor compensation through a guided quarterly close, then locks the quarter and rolls it forward.
FinTurk is listed on the industry-standard Kitces AdvisorTech Map, recognized alongside the leading technology solutions for financial advisors.
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.
Interview requests, press kits, and anything else our media team can help with.