Mitchell Bratina on what FinTurk is fixing in the CRM space

The Wealth Advisor sat down with FinTurk founder Mitchell Bratina to talk about what has gone wrong in advisor CRM — and what FinTurk is doing differently.

Mission drift

Platforms that started with good intentions have grown rigid, opinionated, and increasingly disconnected from how advisors actually work.

— Mitchell Bratina, CFA, Founder & CEO

The result is firms contorting their practices to fit their software rather than the other way around.

FinTurk's answer is a customizable data architecture and AI-driven automation rather than generic templates, paired with consultative migration support that moves a firm's existing data and phases improvements in gradually.