Simple AUM-Based Pricing
Get started with our simple pricing based on your firm's Assets Under Management (AUM).
Up to $1B AUM
$60
Per first seat per month.
Additional seats available at $20/month
Get Started
Kickstart your firm's cash management strategy.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Unlimited Client Accounts
Guided Onboarding & Setup
$1B to $2.5B AUM
$85
Per first seat per month.
Additional seats available at $20/month
Get Started
Enhance your clients' cash management experience.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Unlimited Client Accounts
Guided Onboarding & Setup
$2.5B to $5B AUM
$210
Per first seat per month.
Additional seats available at $20/month
Get Started
Turn your cash management strategy into a revenue-generating tool.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Unlimited Client Accounts
Guided Onboarding & Setup
More than $5B AUM
Custom
Negotiated pricing.
Additional seats available upon request.
Get Started
Unlock the full power of intelligent cash sweep management.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Unlimited Client Accounts
Guided Onboarding & Setup
[Beta] Test a Platform Fully Powered by A.I.
Built by advisors, for advisors, FinTurk's platform is the next evolution of CRM software for financial advisors.
Full Platform Access [Beta]
$210
Per seat per month.
Get Started
An A.I.-powered suite of tools built to help advisors optimize their business.
FT AllocationsTM
FT ReviewsTM
FT TasksTM
FT ClientsTM
Dedicated Subdomain
Dedicated Account Manager
Priority Service & Support
Priority Feature Build-Outs
Native A.I. Assistant
Service & Support
We're always ready to help you take your advisory business to the next level.
1-on-1 Support
Our client service team is always ready to help.
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.
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