Tools for Financial Advisors

Built to Simplify How Advisors Manage

 

Automate your most time-consuming work and focus on what's most important: growing client relationships and developing new business.
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Like having an entire team of associates, but easier. And cheaper.

FinTurk's software suite is made up of interwoven software products that give advisors more time, more speed, and more confidence in how they operate their advisory business.
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FT AllocationsTM

Operate your client portfolios better by seeing the most important information and placing trades quickly and efficiently.

Portfolio Overview

Customizable Asset Class Targets

Place & Export Trades

FT Tasks®

Create, assign, and monitor client tasks for your team of advisors and make sure nothing falls through the cracks again.

Create client-related tasks

Assign tasks to your team

Monitor the progress of tasks

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FT MoneyMover®

Take action on clients' incoming funds faster with real-time updates of when and where your new funds are going.

Track incoming client funds

Auto-propose trades in client accounts

Sweep cash to money market funds

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FT ReviewsTM

Streamline your client reviews by letting FinTurk take care of the infrastructure and automations.

Schedule Automated Review Generation

Centralize Related Team Communication

Ensure Relevant Actions Taken for All Clients

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FT TasksTM

Track tasks in a simple, yet powerful way and add context to tasks without taking more time from your day.

Easily Assign & Track Tasks

Monitor Your Team's Workload

Powerful, Easy-To-Understand Automations

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FT ClientsTM

View and manage your client information with a CRM that finally makes sense.

Store & View Client Information

Access Client Activity History

Advisor-Focused User Interface (UI)

Products

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FT ReviewsTM

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Join the group of cutting-edge advisors already optimizing their business.

$0b+
Assets Under Management (AUM) using FinTurk's software platform
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Financial advisors on the platform
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Client households managed with FinTurk

Service & Support

We're always ready to help you take your advisory business to the next level.
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1-on-1 Support

Our client service team is always ready to help.
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Education & Training

Interested in learning how to do it yourself? Great! Our team is always happy to set up meetings to walk through any part of the platform.
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Integrations

We build custom API integrations between FinTurk, your company, and your third-party software for free.

Scale your advisory business and take back your time.

See How It Works
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The software platform built by advisors, for advisors.

FinTurk's software products are focused on solving real-world everyday problems financial advisors face. Our company is built around doing more of the same - creating solutions that reduce the time advisors spend on the most time-consuming tasks.
About FinTurk

Software for Every Advisor Challenge

Our library of tools helps advisors automate time-consuming day-to-day tasks.

FT AllocationsTM

Operate your clients' portfolios better by seeing the most important information and placing trades quickly and efficiently.
Learn About FT Allocations