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“FinTurk is transformational in its ability to make advisors more efficient. This efficiency directly correlates to greater client satisfaction due to its ability to reduce the amount of time needed to input information and tasks related to clients, and its ability to call up any fact about a client in moments through its AI integration. This is the CRM of the future.”
NG
Nicholas Guido, CFP®
Partner & COO, Chicago Partners Wealth Advisors
$7.7B AUM
What's Included
- Complete CRM with AI-powered insights
- CashSweep™ & CashRaise™ automation
- Schwab & Orion integrations
- Priority onboarding support
$7.5B+
AUM Managed
50+
Advisors
3,000+
Households
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