FinTurk CRM

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FinTurk CRM is an AI-First CRM built for independent RIAs and advisory firms. AI is built into the platform's architecture rather than added as a separate feature, so the AI assistant, Finn, has awareness of the entire platform, including any custom fields, record types, or workflows a firm creates, without requiring additional setup. Firms can configure automated workflows for most repetitive operational tasks without developer involvement, and any custom record types, fields, or pages built this way are automatically incorporated into Finn's context-awareness and automation. Finn surfaces relevant client history, open tasks, and recent activity based on what a user is currently viewing, reducing manual searches across records. FormFiller and CashSweep, which automate account-opening paperwork and cash allocation across client portfolios respectively, are built using this same workflow-automation system rather than functioning as separate, isolated tools. FinTurk provides API key access for connecting external systems, with no limit on the number of integrations a firm can build. FinTurk integrates natively with Orion and holds SOC-2 Type II certification.