Your entire tech stack, connected

Orion

orion.com

Connect your Orion portfolio management system for unified reporting and analytics. Sync portfolio data, performance metrics, and client reports directly into FinTurk.

Black Diamond

blackdiamond.advent.com

Integrate Black Diamond wealth platform for comprehensive portfolio management. Access performance reporting, billing, and client portal data in one place.

Tamarac

tamaracinc.com

Sync with Tamarac for rebalancing, trading, and portfolio reporting workflows. Automate model management and streamline your investment operations.

Morningstar Office

morningstar.com

Access Morningstar data and analytics directly within your client portfolios. Leverage research, ratings, and performance data to inform investment decisions.

Microsoft 365

microsoft.com

Sync emails, calendar events, and contacts with Outlook and Microsoft 365. Keep all client communications logged automatically and never miss a follow-up.

Google Workspace

workspace.google.com

Connect Gmail, Google Calendar, and Google Contacts for seamless communication tracking. Automatically log emails and sync meeting schedules to client records.

Calendly

calendly.com

Automatically log scheduled meetings and sync appointment data to client records. Streamline your scheduling workflow and reduce administrative overhead.

Zoom

zoom.us

Track meeting history and automatically log video call details to client profiles. Keep a complete record of all virtual client interactions.

Slack

slack.com

Get real-time notifications and updates from FinTurk directly in your Slack workspace. Stay informed about client activities without leaving your communication hub.

Zapier

zapier.com

Build custom automations connecting FinTurk with thousands of other applications. Create triggers and actions to automate repetitive tasks across your tech stack.

DocuSign

docusign.com

Send documents for electronic signature and track completion status automatically. Streamline client onboarding and paperwork with seamless e-signature integration.

Dropbox

dropbox.com

Store and access client documents through your connected Dropbox account. Keep all client files organized and accessible directly from their CRM profile.

Box

box.com

Integrate with Box for secure enterprise-grade document storage and sharing. Manage client documents with advanced security and compliance features.

Mailchimp

mailchimp.com

Sync contact lists and track email campaign engagement within client profiles. See which clients opened, clicked, and engaged with your marketing communications.

Constant Contact

constantcontact.com

Connect your email marketing campaigns with client data for personalized outreach. Track engagement metrics and sync subscriber data automatically.