White-Glove Pilot
Start a Pilot with Your Data
Not a sandbox with demo data — our team sets up FinTurk with your firm's own book and workflows. If you adopt it, you're already migrated.
“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
$9B+ AUM
What's Included
- Complete CRM with AI-powered insights
- CashSweep™ & CashRaise™ automation
- Live Orion integration for portfolio data
- White-glove onboarding & migration
$9.0B+
AUM Managed
65+
Advisors
3,500+
Client Relationships
Prefer a personalized walkthrough? Schedule a demo instead →
Start your pilot
Tell us about your firm and we'll reach out within 24 hours to scope your pilot.