FinTurk Launches PortfolioSolver and Vigil
FinTurk, providers of a CRM built specifically for financial advisors, has launched PortfolioSolver and Vigil, two platform capabilities to help registered investment advisors (RIAs) manage portfolios and stay ahead of critical tasks across their practices.
PortfolioSolver simplifies personalized portfolio construction by allowing advisors to enter client-specific investment constraints in their own words, from realized-gain limits and cash requirements to target allocations and securities that should not be sold. FinTurk translates those instructions into structured rules for advisor approval before a deterministic optimizer builds a proposed set of trades that accounts for the client's requirements together. Each trade includes a clear explanation of the rationale, while the client's rules remain attached to their record for future allocations and ongoing monitoring.
Vigil extends that proactive approach across the advisor's broader practice, continuously monitoring connections, portfolios and accounts, tasks and inboxes to identify items that need attention. The system can flag issues, including failed data syncs, cash thresholds, stalled workflows, upcoming deadlines, and client emails requiring a response, while also running recurring checks automatically.
"Having worked as an advisor myself, I know how much of the job is keeping track of what needs to happen next for every client, account, and workflow," said Mitchell Bratina, founder and CEO of FinTurk, in a statement. "That firsthand experience is a big part of why we're building FinTurk to take that burden off the advisor. We're deploying AI solutions that can take appropriate action, rather than just advise. PortfolioSolver helps turn a client conversation into an actionable portfolio, while Vigil keeps watch over the practice in the background. Together, they move the CRM from simply holding information to actively helping advisors use it.
"By bringing these capabilities directly into the CRM, FinTurk is designed to help RIAs operate more efficiently, reduce reliance on costly, separate technologies, while creating additional capacity for advisors to serve more clients and increase revenue without adding headcount," Bratina said further.
FinTurk integrates with advisors' existing technology stacks, including portfolio management, document management, productivity, and communication platforms.