CRM Advisor CRM Rebalancing and trading Meeting notetakers AI assistants and agents

FinTurk

AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes

Founded 2023finturk.comNot yet confirmed by the company

What it does

FinTurk is a CRM for registered investment advisers that combines client and household records with portfolio operations normally handled by separate tools. It was founded in 2023 by Mitchell Bratina, CFA, a former RIA advisor, and the company says a Top 100 RIA was among its first users.

Alongside profiles, households, client reviews, tasks, workflow automation and report dashboards, the platform includes model portfolios with drift monitoring and automated cash management (CashSweep and CashRaise), a PortfolioSolver tool, form filling, and an AI meeting notetaker that works from Zoom, Teams and Google Meet transcripts without a meeting bot. Its assistant, Finn, answers questions about the book with citations and drafts tasks and automations for user approval.

Pricing is published: Pro at $90 per user per month billed annually, Max at $135 with unlimited AI usage, and custom Enterprise plans. Portfolio data comes through Orion; the firm has no direct custodian feeds.

Best for

Serves: RIAs

Features

Household and client review management
Model portfolios and drift monitoring
Automated cash sweep and cash raise
AI meeting notetaker without a bot
AI assistant with approval controls
Visual workflow automation builder
Custom reports and dashboards

Pricing and deployment

Pricing model: Tiered
Published pricing: Pro $90/user/month billed annually ($99 quarterly); Max $135/user/month annually ($149 quarterly); Enterprise custom
Deployment: Cloud