Articles from FinTurk

FinTurk, an AI-first CRM built specifically for financial advisors, today announced the launch of PortfolioSolver™ and Vigil, two new platform capabilities designed to help registered investment advisors (RIAs) manage portfolios and stay ahead of critical tasks across their practices. The latest enhancements build on FinTurk’s growing suite of advisor automation tools, moving the CRM beyond a traditional system of record to one that actively helps advisors run their business.

FinTurk, an AI-first CRM built specifically for financial advisors, today announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on FinTurk’s native artificial intelligence (AI) platform, the new capabilities automate two of advisors’ most time-consuming operational tasks to help firms reduce administrative burden and improve efficiency.

FinTurk, an AI-first CRM built specifically for financial advisors, today announced its official launch and a partnership with Chicago Partners Wealth Advisors (“Chicago Partners”), a registered investment advisor (RIA) managing over $8 billion in assets for high-net-worth clients across a team of more than 50 advisors.