Founded by a former financial advisor, FinTurk is a fully customizable, AI-powered CRM built to replace rigid legacy systems with advisor-aligned workflows

CHICAGO: 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.

Founded by Mitchell Bratina, CFA, chief executive officer, FinTurk was built to replace legacy CRM systems, helping advisors operate more efficiently, deliver more personalized client experiences and reduce administrative burden. The platform combines portfolio management, workflow automation and native AI into a customizable CRM, enabling advisors to manage client relationships, track tasks and streamline portfolio-related activities in one place. The CRM’s advanced AI infrastructure generates client insights, proactively recommends tasks and automates manual work, turning a data storage system into an active partner in managing client relationships.

“While working as an advisor, I found myself building tools to handle manual processes and fill gaps in existing CRM systems,” said Bratina. “As those tools gained traction, it became clear there was a broader need for a platform designed around how firms actually operate, which led us to build FinTurk. Today, firms like Chicago Partners can rapidly move to a more flexible, AI-powered CRM without the long, costly implementation cycles that have historically defined CRM transitions, delivering meaningful productivity gains more quickly.”

Chicago Partners transitioned to FinTurk in the first quarter of 2026 and will serve as FinTurk’s first enterprise customer. Since implementing the platform, advisors have spent less time preparing for client meetings while seeing improved meeting notes and more accurate action items. The firm is also serving as an active design partner, helping shape FinTurk’s ongoing product development based on real-world advisor workflows. This close collaboration highlights FinTurk’s adaptability and ability to evolve quickly in response to the needs of modern advisory firms.

“When reevaluating our CRM, we needed technology that could keep up with our growth and ambitions and provide deep customization options,” said Nicholas Guido, partner and chief operating officer at Chicago Partners. “Instead of wrestling with workflows, FinTurk has allowed our advisors to focus on client relationships while streamlining day-to-day operations. The result is faster response times, more thorough meeting preparation and the ability to serve more households without sacrificing service quality.”

The name FinTurk reflects the platform’s design philosophy, combining “finance” with a nod to the historical Mechanical Turk, an 18th-century chess-playing automaton that appeared to operate autonomously despite being powered by a hidden human operator. Similarly, FinTurk is designed to function as an intelligent partner within an advisory firm, augmenting day-to-day operations while keeping advisors in full control.

The platform supports core advisory workflows, including AI-powered meeting preparation and note-taking, automated client reviews, portfolio tracking, household-level views and end-to-end workflow automation. Advisors can also leverage built-in email sync, call logging and customizable data fields to create a centralized system that supports daily operations and long-term growth.

FinTurk also integrates seamlessly with advisors’ existing technology stack, including portfolio management systems, document management, productivity and communication tools, ensuring data flows across platforms without disruption. The platform is designed to be highly adaptable, with the ability to build new integrations in response to firm-specific needs, supporting connectivity across existing systems and workflows.

Following its launch out of beta, FinTurk is now available to RIAs seeking a more flexible, AI-focused CRM solution. RIAs interested in learning more can book a demo or start a free trial at finturk.io.

About FinTurk

FinTurk is an AI-powered CRM platform built specifically for financial advisors, designed to streamline operations and reduce administrative burden. The platform combines portfolio management, workflow automation and native AI into a fully customizable CRM platform tailored to registered investment advisors (RIAs). FinTurk enables RIAs to manage client relationships, automate workflows and generate insights within a single platform, reducing manual work while maintaining full control through advisor oversight. With flexible data architecture and seamless integrations, FinTurk adapts to how firms operate, supporting scalable growth without the constraints of legacy CRM systems. For more information, please visit finturk.io.

Fonte: Business Wire