Simple Team-Based Pricing

Get started with our simple pricing for your whole team.

$150

Per team per month.

Run an FT CashSweepTM
Kickstart your firm's cash management strategy.

Unlimited Cash Sweeps

Unlimited Sweep Vehicles

Unlimited Client Accounts

Guided Onboarding & Setup


Proudly partnered with

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[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.
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1-on-1 Support

Our client service team is always ready to help.
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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.
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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