Fewer tools. Better connected.
FinTurk replaces most of your stack — and connects natively to the parts worth keeping.
That's why the list below is short on purpose — these are the tools worth keeping, connected natively.
Portfolio Management
Orion
orion.com
Connect your Orion portfolio management system for unified reporting and analytics. Portfolio, account, and performance data — including what your custodians report — flows into FinTurk through Orion.
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Tamarac
tamaracinc.com
Sync with Tamarac for rebalancing, trading, and portfolio reporting workflows. Automate model management and streamline your investment operations.
WebsiteProductivity
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.
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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.
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Zoom
zoom.us
FinTurk's AI notetaker joins your Zoom meetings for live transcription, summaries, and action items — and every video call logs automatically to the client profile.
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Powder
powderfi.com
Powder's document-parsing AI is built into FinTurk's upload flow: drop in a prospect's statements and every account, holding, and tax lot is extracted automatically — no manual data entry.
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DocuSign
docusign.com
Send FormFiller's signature-ready documents to DocuSign and track completion automatically. The direct integration is in development — today, filled forms are ready for you to send through DocuSign.
WebsiteDon't see what you need?
We build integrations upon request. Let us know what tools you'd like to connect and we'll work with you to make it happen.
Request an IntegrationReady to streamline your tech stack?
See how FinTurk connects with all your tools to create a unified, efficient workflow.
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