FinTurk Partners with Fiduciary Check

FinTurk, providers of a CRM built specifically for financial advisors, has partnered with Fiduciary Check, an advisor network to help financial professionals grow and operate their practices.

The partnership gives Fiduciary Check members access to FinTurk's CRM and automation capabilities, bringing client relationships, workflows, meeting preparation, task management, portfolio management, and automation together in one platform. FinTurk's native AI assistant, Finn, works within the CRM to help advisors understand their book of business, prepare for client meetings, and manage day-to-day work, while keeping the advisor in control of every action. The platform also supports customizable client and household management, workflow and task automation, portfolio and cash management, along with email and calendar integrations.

"Advisors shouldn't have to choose between powerful technology and keeping a close eye on the cost of running their business," said Mitchell Bratina, founder and CEO of FinTurk, in a statement. "Fiduciary Check understands that giving advisors the right infrastructure can make a meaningful difference in how they operate and grow. By investing in access to FinTurk for its members, they're helping more advisors take advantage of AI and automation while creating additional capacity to focus on successfully servicing their clients."