G2

Logan F.

Associate, Client Services

Mid-Market (51-1000 emp.)

9/3/2026

"Customizable CRM That Streamlines Advisory Workflows"

5/5

Describe the project or task FinTurk CRM helped with:

The initial setup was fairly easy, and the FinTurk CRM team spent plenty of time getting everything integrated so we could hit the ground running. Review collected by and hosted on G2.com.

What do you like best about FinTurk CRM?

I like how FinTurk CRM makes everything streamlined for me. It tracks all communication, trades, and internal activity, giving me peace of mind as I continue to grow my book of business. I can run fresh portfolio allocations and work with my team to figure out what would be best to move on within my client’s portfolio. It takes in current accounts and holdings and consolidates it all into an easy-to-view, streamlined picture. I use the AI tool to enhance my quarterly reviews, making them more in depth and easy to understand ahead of future meetings and communication with clients. FinTurk CRM is very customizable and adjusts to our processes to find ways to enhance our abilities. The initial setup was fairly easy, and the FinTurk CRM team spent plenty of time getting everything integrated so we could hit the ground running. I would be very likely to recommend it to someone in the financial advisory industry—9 or 10 out of 10. Review collected by and hosted on G2.com.

What do you dislike about FinTurk CRM?

I think FinTurk CRM could add a tax document section so I know what document will be generated for each client based on their investments. Review collected by and hosted on G2.com.

Recommendations to others considering FinTurk CRM:

I would be very likely to recommend it to someone in the financial advisory industry—9 or 10 out of 10. Review collected by and hosted on G2.com.

What problems is FinTurk CRM solving and how is that benefiting you?

FinTurk CRM makes everything streamlined for me. It tracks all communication, trades, and internal activity, giving me peace of mind that as I grow my book of business, everything is taken care of and my clients are served with the highest quality. Review collected by and hosted on G2.com.