Home / CRM & CRM add-ons / FinTurk
AI-native CRM for RIAs with an AI meeting notetaker, automation builder and dashboards. ↗ finturk.com
Pricing
Pro $90/user/mo billed annually ($99 quarterly), includes $10 AI credits. Max $135/user/mo billed annually ($149 quarterly), unlimited AI.
Integrations
- Orion
- Gmail
- Outlook
- Google Calendar
Security & compliance claims
- SOC 2 Type II compliant
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
It's a CRM itself, so it replaces Redtail, Wealthbox or Practifi rather than plugging into them.
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