The AI-First CRMBuilt for Financial Advisors
Let AI handle the busywork and get back to growing your client relationships.
Welcome back, Mitchell.
A CRM you'll actually want to use
Most CRMs feel like work. FinTurk feels like a shortcut.
Find anything instantly
Client info, notes, tasks—all searchable in seconds.
AI that actually helps
Ask questions in plain English. Get real answers.
Clean, focused interface
No clutter, no learning curve.
Rebalance Charles Kane Portfolio
All the essentials. None of the headaches.
Portfolio views, native AI, and every feature you need to run your practice. Built for how advisors actually work.
Native AI
Ask questions, draft emails, and get meeting prep—all without leaving the CRM.
Client Reviews
Track review meetings, prep agendas, and log outcomes in one streamlined flow.
Portfolio Allocation
See client holdings and allocation breakdowns directly inside their profile.
Household Views
Link spouses, children, and related accounts for a complete family picture.
Client Profiles
Everything about a client—contacts, notes, tasks, documents—on one page.
Tasks & Reminders
Never miss a follow-up with smart task management and timely notifications.
Workflows
Automate onboarding, reviews, and outreach—with AI that drafts and adapts as you go.
Call Logging
Log calls in seconds and keep a complete history of every client conversation.
Meeting Notes
Capture notes and let AI extract action items, follow-ups, and summaries automatically.
Email Sync
Automatically sync emails to client records so nothing falls through the cracks.
Custom Fields
Tailor your CRM to your practice with fields that match how you work.
Connects to your entire tech stack
Seamless integrations with the tools you already use.
Microsoft 365
Email
Google Workspace
Email
Slack
Messaging
Zoom
Meetings
Zapier
Automation
Calendly
Scheduling
Orion
Portfolio
DocuSign
E-Signature
Dropbox
Storage
Box
Storage
Mailchimp
Marketing
Constant Contact
MarketingMicrosoft 365
EmailGoogle Workspace
EmailSlack
MessagingZoom
MeetingsZapier
AutomationCalendly
SchedulingOrion
PortfolioDocuSign
E-SignatureDropbox
StorageBox
StorageMailchimp
MarketingConstant Contact
MarketingBuilt for how advisors work
Every feature designed around your daily workflow—not the other way around.
Schedule recurring reviews, generate agendas from client data, and let AI draft follow-up emails after each meeting. No more scrambling before a call.
Painless, simple onboarding done in days, not weeks
Our AI-assisted implementation creates a fully customized environment with all your existing data—no manual entry, no lost history.
Connect your data
Export from your existing CRM or connect directly. We support all major platforms.
AI maps your fields
Our AI analyzes your data structure and automatically maps fields, tags, and relationships.
Review & customize
Fine-tune workflows, customize views, and configure settings to match your practice.
Go live
Your team is up and running with full data, ready to work—typically in under a week.
FinTurk has allowed us to implement and leverage the benefits of Artificial Intelligence in a way that has compounded our growth. Our advisors are now able to serve more clients, better, in less time. The results are nothing short of incredible.
Ready to transform your practice?
Join 50+ advisors who've already made the switch. Get up and running in as little as 7 days.
14-day free trial • No credit card required