Simple Account-Based Pricing
Get started with our simple pricing for your whole team.
$150/mo.
Up to 1,000 client accounts.
Additional accounts start at $65/month per 1,000 accounts.
Schedule a Demo
You can start your free trial by logging into your Orion account
Optimize your firm's cash management strategy.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Customized Scheduling
Guided Onboarding & Setup
Dedicated Success Manager
Official Integration Partner
Kitces AdvisorTech
Map
SOC-2 Type II
Secure
[Beta] Test a Platform Fully Powered by A.I.
Built by advisors, for advisors, FinTurk's platform is the next evolution of CRM software for financial advisors.
Full Platform Access [Beta]
$210
Per seat per month.
Get Started
An A.I.-powered suite of tools built to help advisors optimize their business.
FT AllocationsTM
FT ReviewsTM
FT TasksTM
FT ClientsTM
Dedicated Subdomain
Dedicated Account Manager
Priority Service & Support
Priority Feature Build-Outs
Native A.I. Assistant
Service & Support
We're always ready to help you take your advisory business to the next level.
1-on-1 Support
Our client service team is always ready to help.
Education & Training
Interested in learning how to do it yourself? Great! Our team is always happy to set up meetings to walk through any part of the platform.
Integrations
We build custom API integrations between FinTurk, your company, and your third-party software for free.
Scale your advisory business and take back your time.
See How It Works
