FT Tasks®

Client task management. Simplified.

Combine the best of project management software with the specificity of client management and simplify how you manage your practice.
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Managing Client Tasks Made Easy

Remove the headache from managing your team. FinTurk's Tasks software helps you see what your team is working on, for which clients, and how far along they are. It's built to give you eyes up on your organization in a simplified way.
Client Task Management Software

A Better Way to Manage Tasks for Clients

Stay on top of everything you do for clients. Most advisors use a combination of email, spreadsheets, and to-do lists to remind themselves and their team what needs to get done for their clients.

FinTurk's Tasks software enables advisors to stay on top of client tasks by allowing advisors to assign tasks to their team, track the tasks' progress, and make sure nothing is falling through the cracks.

Portfolio Trading

Stop Forgetting to Remember

Each year, there are specific tasks advisors do for clients. These can be things like harvesting losses, reviewing financial plans, preparing for RMD's, or making charitable contributions.

FT Tasks allows you to automate tracking these tasks so they automatically appear when it's the right time.

Horizontal Integration

Move from Reactive to Proactive

FT Tasks automatically recommends actions for clients based on where they are in your review cycle. Get ahead and start delighting your clients by taking care of things before your clients ask for them.

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

Service & Support

We're always ready to help you take your advisory business to the next level.
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1-on-1 Support

Our client service team is always ready to help.
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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.
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Integrations

We build custom API integrations between FinTurk, your company, and your third-party software for free.

Frequently Asked Questions (FAQ)

Scale your advisory business and take back your time.

See How It Works

Software for Every Advisor Challenge

Our library of tools helps advisors automate time-consuming day-to-day tasks.

FT AllocationsTM

Operate your clients' portfolios better by seeing the most important information and placing trades quickly and efficiently.
Learn About FT Allocations

FT ReviewsTM

Create, assign, and monitor client tasks for your team of advisors and make sure nothing falls through the cracks again.
Learn About FT Reviews