The Intelligent CRMBuilt for Financial Advisors
Everything your firm runs on — from client reviews to portfolio management — in one intelligent CRM.
Preview of the FinTurk dashboard homepage showing client allocations, open tasks, a pending AI approval, and review metrics, with the Finn assistant available.
Meet Finn.The AI that already knows your book.
Finn lives inside FinTurk, not bolted on top of it. Because the platform was built for AI from day one, Finn can reach every note, household, task, and allocation in your book. Ask it anything. Then let it do the work: Finn drafts the task, builds the automation, or proposes the change. Nothing happens until you approve it.
Knows your entire book
Ask about any client and get an answer with full context — and with citations, so you can see exactly where it came from.
Does the work for you
Tell Finn what you need in plain language and it handles the legwork, creating tasks, assigning owners, and building automations for your review.
Nothing without your approval
Every action Finn proposes — even what it remembers about your practice — waits for your sign-off. Built for fiduciaries.
Teaches as it goes
Ask how to do anything and Finn walks you through it step by step, so your team learns the process, not just the answer.
This demo plays on its own. Hover over it or move focus into it to pause, use the suggestion buttons to run a different example, and use Approve or Edit to act on the task Finn proposes.
Every tool you need to run your book at maximum efficiency.
Reports & dashboards
Build any report in minutes, combine them into cross-filtered dashboards, and drill into any number on screen.
Automation builder
A visual canvas with dry-run previews. Build automations by hand, or have Finn draft one for your review.
Allocation & CashSweep
Model portfolios, drift monitoring, and automated cash management. All inside the same system as your client records.
AI meeting notetaker
Live transcription, AI summaries, agendas, and follow-up tasks. Native to your CRM, not another vendor.
Your work doesn't have boundaries.Your tech shouldn't either.
FinTurk replaces most of your stack — and connects natively to what's worth keeping.
Orion
Portfolio
Microsoft 365
Email
Google Workspace
Email
Zoom
Meetings
Powder
Document AIOrion
PortfolioMicrosoft 365
EmailGoogle Workspace
EmailZoom
MeetingsPowder
Document AIOrion
PortfolioMicrosoft 365
EmailGoogle Workspace
EmailZoom
MeetingsPowder
Document AITrusted by advisors. Proven in practice.
“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.”
Up and running in days, not months.
Switching CRMs has a reputation: months of mapping fields, lost notes, custom objects that never survive the move. That's not how this works. Migration is included — our team does it, not a mapping tool.
Export
Pull the standard export from Redtail, Practifi, Salesforce, or Wealthbox.
Send it securely
Upload it through our secure portal. That's the last work you'll do.
We take it from there
Our team moves every note, field, and custom object as-is, then walks you through going live.
Our largest migration moved a whole book — nearly 20 years of activity history — off a Salesforce-based CRM, and it was live in days.
Read the case studyGive your advisors the next generation of CRM technology.
Your pilot isn't a sandbox with demo data. It's your firm, your book, your workflows, set up by our team. If you love it, you're already migrated. Start using it that day.
SOC-2 Type II certified · Your data stays yours, always.