Welcome to the FinTurk Documentation Hub!

It's great to see you. Feel free to look around at our how-to guides, documentation, and tutorials for the platform.
Getting Started
Changelog
FT Allocations
FT Reviews
FT Tasks
FT Clients

Getting Started

Learn the basics and discover the products and features that make FinTurk one of the most powerful tools available to financial advisors.
Getting Started Documentation >>

Changelog

We're constantly improving the platform with new features, bug fixes, and quality-of-life enhancements. Check out what's new on the latest version of FinTurk.
Changelog Documentation >>

FT Allocations

FT Allocations allows advisors to quickly and effortlessly manage their clients' portfolios at an individual level. Learn how to place trades, rebalance portfolios, and more.
FT Allocations Documentation >>

FT Reviews

FT Reviews empowers advisors to become more proactive in their client relationships. Discover how to set review cycles, create ad-hoc reviews, and more.
FT Reviews Documentation >>

FT Tasks

FT Tasks is the go-to task tracking software for advisors. Learn how to make the most of assigning, monitoring, and tracking tasks for you and your team.
FT Tasks Documentation >>

FT Clients

FT Clients is the only fully-integrated CRM for advisors. Learn how to integrate other data sources, customize your CRM dashboard, and more.
FT Clients Documentation >>