AdvisorShelf
AdvisorShelf / CRM / FinTurk

CRM

FinTurk

Intelligent CRM for financial advisors that covers everything from client reviews to portfolio management.

Made by FinTurk, Inc. Visit FinTurk's website
Starting priceFrom $90/user/mo
Checked on the vendor's site · Oct 26
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed1 connectionOrion. Source and date for each below.
Is this your company? Claim this free profile to send corrections and add details. Claiming is free and never changes how we compare tools.
Claim this profile

What their website looks like

Screenshot of FinTurk's homepage
FinTurk's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Pro $90/user/mo
per user, per month
 Billed annually
$99 per user/month if billed quarterly. Includes $10 AI credits per user per month.
Max $135/user/mo
per user, per month
 Billed annually
$149 per user/month if billed quarterly. Includes unlimited AI usage, subject to fair use terms.

Enterprise plan: custom price

Source: FinTurk pricing page. Checked on the vendor's site, Oct 26.

Where FinTurk sits on price

FinTurkOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 26.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Orion
FinTurk1 connection listed

Data goes out to

Nothing the vendor says it sends out
All connections:
Connection cost: Every integration is included on every plan.
Checked on the vendor's site · Oct 26FinTurk pricing page

No custodian, CRM or planning connection found

We didn't find one on the pages of FinTurk, Inc.'s site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools FinTurk, Inc. lists.

Orion
Checked on the vendor's site
  • Data in: portfolio, account and performance data, including custodian data
Source: FinTurk integrations page. Checked Oct 6.

Announced, not shown live

FinTurk, Inc. has announced these, but we found no page showing them live. They don't count in filters, stats or comparisons until we do.

Tamarac
Checked on the vendor's site
  • Direction not stated: rebalancing, trading and portfolio reporting workflows
Source: FinTurk integrations page. Checked Oct 6.

Moving to FinTurk from another tool

What FinTurk, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names Redtail, Practifi, Salesforce and Wealthbox

Their page says, in words we couldn't label: “Migration is included — our team does it, not a mapping tool. … Pull the standard export from Redtail, Practifi, Salesforce, or Wealthbox. … Our team moves every note, field, and custom object as-is, then walks you through going live.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask FinTurk, Inc. about anything they leave out.

Checked on the vendor's site · Oct 8
FinTurk home page: switching

Leaving later

We couldn't find export instructions on FinTurk, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for FinTurk yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare FinTurk with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

Spotted something out of date? Send a correction and we'll check it again.