FinTurk announced a partnership with Fiduciary Check, an advisor network, under which members can access FinTurk’s AI-native customer relationship management (CRM) platform at discounts of up to 44%. Fiduciary Check subsidizes the platform cost as part of its membership offering, with preferred pricing determined by membership tier. Members can mention their Fiduciary Check membership when contacting FinTurk to access the discounts.

The platform combines client relationships, workflows, meeting preparation, task management, portfolio management and automation for financial advisory firms. FinTurk says artificial intelligence is embedded throughout the CRM, allowing advisors to manage these functions in one system rather than assemble separate technologies.

FinTurk founder and CEO Mitchell Bratina said advisors should be able to use powerful technology while monitoring operating costs. He said Fiduciary Check’s investment in member access can help advisors use AI and automation and create more capacity to serve clients. FinTurk’s assistant, Finn, works inside the CRM to help advisors understand their client book, prepare for meetings and manage daily work, while leaving every action under the advisor’s control. Other features include customizable client and household management, workflow and task automation, portfolio and cash management, and email and calendar integrations.

In 2026, FinTurk introduced its advisor-built CRM alongside Chicago Partners Wealth Advisors, an $8 billion registered investment adviser (RIA). The company has since added FormFiller™, CashSweep™, PortfolioSolver™ and Vigil. The announcement did not specify the partnership’s launch date or the dollar amount members will pay after discounts.

FinTurk announced a partnership with Fiduciary Check, an advisor network, under which members can access FinTurk’s AI-native customer relationship management (CRM) platform at discounts of up to 44%. Fiduciary Check subsidizes the platform cost as part of its membership offering, with preferred pricing determined by membership tier. Members can mention their Fiduciary Check membership when contacting FinTurk to access the discounts.

The platform combines client relationships, workflows, meeting preparation, task management, portfolio management and automation for financial advisory firms. FinTurk says artificial intelligence is embedded throughout the CRM, allowing advisors to manage these functions in one system rather than assemble separate technologies.

FinTurk founder and CEO Mitchell Bratina said advisors should be able to use powerful technology while monitoring operating costs. He said Fiduciary Check’s investment in member access can help advisors use AI and automation and create more capacity to serve clients. FinTurk’s assistant, Finn, works inside the CRM to help advisors understand their client book, prepare for meetings and manage daily work, while leaving every action under the advisor’s control. Other features include customizable client and household management, workflow and task automation, portfolio and cash management, and email and calendar integrations.

In 2026, FinTurk introduced its advisor-built CRM alongside Chicago Partners Wealth Advisors, an $8 billion registered investment adviser (RIA). The company has since added FormFiller™, CashSweep™, PortfolioSolver™ and Vigil. The announcement did not specify the partnership’s launch date or the dollar amount members will pay after discounts.