Powerful features, built for advisors
Everything you need to manage clients, automate your practice, and grow your business—all in one platform designed specifically for financial advisors.
Client Relationships
Complete client profiles with household views, custom fields, and intelligent tagging. Every interaction, document, and note in one place—so you can focus on what matters most: building relationships.
- 360° client profiles with full contact history
- Household views linking family members and accounts
- Unlimited custom fields for any data you need
- Smart tagging and segmentation
- Activity timeline with notes, calls, and meetings
AI Capabilities
Leverage AI to automate tedious tasks and surface insights. From meeting summaries to email drafting to sentiment analysis—AI that actually saves you time.
- On-demand AI client summaries
- AI-powered email drafting
- Client sentiment analysis
- Predictive insights and recommendations
- Natural language search across your data
I've opened the Rebalance & RMD Review allocation. It has 1 pending transaction.
- •Sell 100% of EEM ($27,508)
- •Proceeds to cash for RMD
Portfolio Allocations
Create and manage custom client portfolios with our powerful allocation tool. Model portfolios, rebalancing, and trade generation—all integrated with your CRM.
- Custom portfolio construction
- Model portfolio templates
- Visual allocation and drift analysis
- Trade generation and export
- Drift monitoring and alerts
Task Management
Powerful task management built for advisory workflows. Create, assign, and track tasks across your team with due dates, priorities, and automatic reminders—so nothing falls through the cracks.
- Create tasks linked to clients or households
- Assign tasks to team members with due dates
- Priority levels and status tracking
- Automatic reminders and notifications
- Recurring tasks for regular reviews
Automated Workflows
Automate repetitive tasks, trigger follow-ups, and never let a client slip through the cracks. Build custom workflows that match exactly how your practice operates.
- Drag-and-drop automation—no coding required
- Automatic task creation and assignment
- Triggered emails and reminders
- Recurring task templates
- Service calendar and review scheduling
Drag-and-drop workflow builder • No coding required
Seamless Integrations
Connect with the tools you already use. From custodians to portfolio management systems to productivity apps—FinTurk plays nicely with your existing workflow.
- Custodians: Schwab, Fidelity, Pershing, and more
- Portfolio systems: Orion, Black Diamond, Tamarac
- Productivity: Microsoft 365, Google Workspace
- Custom integrations built on request for your software
- Developer-friendly API for technical teams
Activity Tracking
Automatically log every client interaction—calls, emails, meetings, and notes. Build a complete picture of your relationships with a unified activity timeline that keeps your whole team in sync.
- Automatic call and email logging
- AI-powered client situation summaries
- Unified timeline across all channels
- Team-wide visibility and collaboration
- Custom activity types and tags
Re: Q4 Portfolio Performance Summary
Discussed retirement timeline changes • 18 min
Reviewed estate plan, discussed Roth conversion
"Client mentioned interest in charitable giving strategies..."
Reporting & Analytics
Generate custom reports on clients, households, and team activity. See your practice clearly with flexible reporting that answers the questions that matter most.
- Custom client and household reports
- Filter and segment by any field
- Team member workload and assignment reports
- Export to Excel, PDF, or CSV
- Save and schedule recurring reports
CashSweep™
Automated cash raising, sweeping, and billing seamlessly integrated into your client workflow. Full audit trails and custodian integration make cash management effortless.
- Automated cash sweeping across accounts
- Smart cash raising for distributions
- Exclude accounts or recognize pending money movements
- Complete audit trails for compliance
- Multi-custodian support
Compliance & Security
Enterprise-grade security with SOC-2 Type II certification. Role-based permissions, complete audit trails, and encryption at rest and in transit.
- SOC-2 Type II certified
- Bank-level 256-bit encryption
- Control who sees what with custom permissions
- Complete audit trails for SEC compliance
- Automated data backups
Ready to transform your practice?
Join 50+ advisors who've already made the switch. Get up and running in as little as 7 days.
14-day free trial • No credit card required