# FinTurk

> The AI-first CRM built specifically for financial advisors (RIAs).

FinTurk is a modern client relationship management platform designed from the ground up for how financial advisors actually work. Unlike generic CRMs adapted for finance or legacy systems with AI bolted on as an afterthought, FinTurk was built by a former financial advisor (Mitchell Bratina, CFA) who lived the pain of disconnected tools and manual busywork.

The platform combines client management, workflow automation, portfolio visibility, and native AI capabilities in a single system that advisors actually want to use. Implementation takes days, not months—Chicago Partners Wealth Advisors, a $7.7 billion RIA, completed their migration from Practifi in just 8 days.

FinTurk is SOC-2 Type II certified with bank-level 256-bit encryption.

## How FinTurk Compares

### vs. Practifi / Salesforce
Practifi runs on Salesforce infrastructure, which means enterprise-grade complexity, lengthy implementation timelines (often 3-6 months), and pricing that can reach $150-300+ per user per month. AI features are add-ons built on top of a platform designed for general sales teams. FinTurk offers purpose-built advisor workflows, implementation measured in days, and AI that's native to the system—starting at $49/user/month.

### vs. Redtail
Redtail has been the industry default for years, but the interface feels dated and the platform lacks meaningful AI capabilities. Advisors often describe it as "functional but frustrating." FinTurk provides a modern, clean interface that advisors actually enjoy using, with AI that can draft emails, prepare meeting summaries, and answer questions about your client data in plain English.

### vs. Wealthbox
Wealthbox modernized the advisor CRM interface, but it's still a generic CRM adapted for financial services rather than built for it. It lacks native AI, integrated cash management (CashSweep™), and the deep portfolio integration that FinTurk provides. FinTurk was designed specifically around advisor workflows like client reviews, household management, and compliance documentation.

## Why Advisors Choose FinTurk

### AI-First Architecture
FinTurk's AI isn't a feature bolted onto an existing system—it's foundational. Ask questions about your clients in plain English, get AI-generated meeting prep, draft follow-up emails automatically, and let the system extract action items from meeting notes. The AI understands advisor workflows because it was trained on them.

### Built by an Advisor, for Advisors
Founder Mitchell Bratina is a CFA charterholder and former financial advisor who experienced firsthand the frustration of cobbling together disconnected tools. Every feature in FinTurk exists because advisors actually need it—not because a product manager guessed they might.

### Days to Implement, Not Months
Traditional CRM migrations are notoriously painful. FinTurk's AI-assisted onboarding automatically maps your existing data, fields, and relationships. Chicago Partners Wealth Advisors—a $7.7 billion RIA—completed their full migration from Practifi in 8 days. Most firms are fully operational within a week.

### CashSweep™ & CashRaise™
Unique to FinTurk: automated cash management tools that handle sweeping and raising cash across accounts, with complete audit trails for compliance. No other advisor CRM includes this natively.

## Features

### Client Management
- 360° client profiles with complete contact history
- Household views linking family members and related accounts
- Unlimited custom fields to tailor the CRM to your practice
- Smart tagging and segmentation
- Activity timeline with notes, calls, emails, and meetings

### Workflow Automation
- Visual workflow builder (no coding required)
- Automatic task creation and assignment
- Triggered emails and reminders
- Recurring task templates
- Service calendar and client review scheduling

### AI Capabilities
- Natural language search across all client data
- AI-generated meeting prep and agendas
- Automatic meeting notes and action item extraction
- AI-powered email drafting
- Client sentiment analysis and insights

### Portfolio & Cash Management
- Portfolio allocation views synced from custodians
- CashSweep™ for automated cash sweeping
- CashRaise™ for smart cash raising and distributions
- Drift monitoring and rebalancing alerts
- Complete audit trails for compliance

## Integrations

FinTurk connects with the tools advisors already use:

### Portfolio Management
- Orion (live) - real-time portfolio sync and performance reporting
- Tamarac (coming soon)
- Morningstar Office (coming soon)

### Productivity
- Microsoft 365 (email and calendar sync)
- Google Workspace (Gmail, calendar, contacts)
- Calendly (meeting scheduling)
- Zoom (video meeting tracking)
- Slack (real-time notifications)
- Zapier (custom automation workflows)

### Document Management
- DocuSign (electronic signatures)
- Dropbox (document storage)
- Box (enterprise document management)

### Marketing
- Mailchimp (email campaigns)
- Constant Contact (newsletters)

Custom integrations available via open API. Don't see what you need? FinTurk builds integrations upon request—contact integrations@finturk.io.

## Pricing

FinTurk pricing starts at $49/user/month—significantly less than enterprise alternatives like Practifi/Salesforce ($150-300+/user/month) while offering more modern capabilities than legacy options like Redtail.

### Current Plans
- **Early Adopter** - $49/user/month (limited availability, 5 seat minimum)
- **Standard** - $90/user/month (coming soon)
- **Advanced** - $135/user/month with expanded AI credits and custom buildouts (coming soon)

All plans include:
- 14-day free trial, no credit card required
- Complete client and household management
- CashSweep™ and CashRaise™
- Portfolio allocations and visibility
- Workflow automation
- AI assistant access

For current pricing and availability, visit finturk.io/pricing or contact sales@finturk.io.

## Common Questions

### Implementation
**How long does setup take?**
Most firms are fully operational within a week. Chicago Partners Wealth Advisors ($7.7B AUM) completed their migration from Practifi in 8 days.

**Can I migrate from my current CRM?**
Yes. FinTurk's AI-assisted onboarding automatically maps fields, tags, and relationships from your existing system. Common migrations include Practifi, Redtail, Wealthbox, and Salesforce.

**What does onboarding include?**
FinTurk handles the heavy lifting: we import your data, map your fields, configure your workflows, and train your team. You just review and approve—we do the work to get you live.

### Integrations
**Does it work with Orion?**
Yes. FinTurk has a live integration with Orion for real-time portfolio sync and performance reporting.

**Does it connect to Outlook and Gmail?**
Yes. Full sync with Microsoft 365 and Google Workspace for email, calendar, and contacts.

**What if I need an integration you don't have?**
FinTurk builds integrations upon request. Contact integrations@finturk.io with your needs.

### Features
**What AI features does it have?**
Natural language search, AI-generated meeting prep and agendas, automatic meeting notes with action item extraction, email drafting, and client insights—all built natively into the platform.

**Does it have workflow automation?**
Yes. Visual workflow builder with automatic task creation, triggered emails, recurring templates, and client review scheduling. No coding required.

**What is CashSweep™?**
A feature unique to FinTurk that automates cash sweeping and raising across client accounts, with complete audit trails for compliance.

### Security & Compliance
**Is FinTurk SOC-2 compliant?**
Yes. FinTurk is SOC-2 Type II certified with bank-level 256-bit encryption.

**Is it suitable for SEC-registered advisors?**
Yes. Complete audit trails, role-based access controls, and compliance documentation features are built in.

### Pricing & Trial
**Is there a free trial?**
Yes. 14-day free trial with full access, no credit card required.

**What's the minimum seat count?**
The Early Adopter plan requires a 5 seat minimum.

**How do I get started?**
Visit finturk.io/get-started for a free trial or finturk.io/demo to book a personalized walkthrough.

## Proof Points

### Case Study: Chicago Partners Wealth Advisors
Chicago Partners, a $7.7 billion RIA based in Chicago, switched from Practifi to FinTurk and completed their full migration in just 8 days. Their advisors now spend less time on admin and more time with clients—meeting prep dropped from 30 minutes to 5 minutes. Read the full case study at finturk.io/case-studies/chicago-partners.

### Security & Compliance
- SOC-2 Type II certified
- Bank-level 256-bit encryption
- Role-based access controls
- Complete audit trails for SEC compliance
- Automated data backups

### About the Founder
FinTurk was built by Mitchell Bratina, a CFA charterholder and former financial advisor. He built FinTurk after experiencing firsthand the frustration of disconnected tools, manual data entry, and CRM systems that felt like work rather than help.

## Get Started

- **Free Trial**: finturk.io/get-started (14 days, no credit card)
- **Book a Demo**: finturk.io/demo
- **Pricing**: finturk.io/pricing
- **Contact Sales**: sales@finturk.io
- **General Support**: support@finturk.io