Simple, transparent pricing

Finn, FinTurk's native AI, powers features like meeting summaries and email drafting, and every plan includes frontier model access. Pro includes $10/user/month in AI credits; unused credits don't roll over, and you can buy more anytime. Max and Enterprise include unlimited AI usage, subject to the fair use terms in our customer agreement.

Absolutely! You can upgrade or downgrade your plan at any time. When upgrading, your added AI usage, early access, and plan services start immediately, and we'll prorate the difference. When downgrading, the change takes effect at the start of your next billing cycle.

No, and that's by design. Every FinTurk implementation is built around your firm: our team learns how you run your practice, configures FinTurk to match, and migrates your data for you. Because we put that work into every firm, we start with a demo tailored to how your firm works instead of a generic trial. When you sign, nothing is set up twice.

FinTurk connects to Orion for portfolio data; Gmail, Google Calendar, and Outlook for email and calendar sync; Google Drive and OneDrive for file storage; Zoom, Microsoft Teams, and Google Meet with FinTurk's AI meeting notetaker; Slack for notifications and chatting with Finn; and Powder for automated document parsing. There are no direct custodian integrations: portfolio and account data arrives through Orion, and FinTurk produces trade files formatted for your custodian. Every integration we ship is on every plan.

Often, yes. Send us the details and we'll scope it with you. We prioritize integrations other firms can use too, and every integration we add is available on every plan.

We bill per active user on your account, quarterly or annually, and you're free to switch anytime. Annual billing saves roughly 10% (Pro is $90 vs $99/user, Max is $135 vs $149/user). You can add or remove users at any time and your bill adjusts automatically.

Pro plans include email and live support during business hours. Max plans add priority support with the fastest response times. Enterprise adds priority onboarding and a dedicated account manager. All plans include custom onboarding and migration, plus access to our knowledge base.

Security is our top priority. FinTurk is SOC 2 Type II compliant, with bank-level 256-bit encryption. It's hosted on AWS, and customer data is stored only in the United States. Unlike many competitors, each firm gets their own individual database and servers—your data is never mixed with other firms. We maintain complete audit trails, built for regulatory recordkeeping.