FinTurk Partners With Fiduciary Check to Expand Access to AI — Native CRM for Financial Advisors

For best results when printing this announcement, please click on link below: FinTurk Partners With Fiduciary Check to Expand Access to AI-Native CRM for Financial Advisors Fiduciary Check members receive preferred pricing on FinTurk as part of new advisor network partnership FinTurk ( ), an AI-native CRM built specifically for financial advisors, today announced a new partnership with Fiduciary Check, an advisor network supporting financial professionals with resources and solutions to help them grow and operate their practices.

Through the partnership, Fiduciary Check members will receive preferred access to FinTurk at discounts of up to 44%, with Fiduciary Check subsidizing the cost of the platform as part of its membership offering. The partnership gives Fiduciary Check members access to FinTurk’s CRM and automation capabilities at a reduced cost, bringing client relationships, workflows, meeting preparation, task management, portfolio management and automation together in one platform.

Rather than requiring advisors to piece together separate technologies, FinTurk is designed around the day-to-day operations of an advisory firm, with native artificial intelligence (AI) embedded throughout the CRM. “Advisors shouldn’t have to choose between powerful technology and keeping a close eye on the cost of running their business,” said Mitchell Bratina ( ), CFA, founder and chief executive officer of FinTurk. “Fiduciary Check understands that giving advisors the right infrastructure can make a meaningful difference in how they operate and grow.

” FinTurk’s native AI assistant, Finn, works within the CRM to help advisors understand their book of business, prepare for client meetings and manage day-to-day work, while keeping the advisor in control of every action. The platform also supports customizable client and household management, workflow and task automation, portfolio and cash management, along with email and calendar integrations. The partnership comes as FinTurk continues to expand its platform and relationships across the wealth management industry.

In 2026, the company introduced its advisor-built CRM alongside Chicago Partners Wealth Advisors ( ), an $8 billion RIA and has since expanded the platform with capabilities including FormFiller™ ( ), CashSweep™ ( ), PortfolioSolver™ and Vigil Fiduciary Check members receive preferred pricing on FinTurk based on membership tier, with discounts of up to 44%. To access these discounts, members can mention their Fiduciary Check membership when contacting FinTurk. com About FinTurk FinTurk is an AI-first powered CRM platform built specifically for financial advisors, designed to streamline operations and reduce administrative burden.

The platform combines portfolio management, workflow automation and native AI into a fully customizable CRM platform tailored to registered investment advisors (RIAs). FinTurk enables RIAs to manage client relationships, automate workflows and generate insights within a single platform, reducing manual work while maintaining full control through advisor oversight. With flexible data architecture and seamless integrations, FinTurk adapts to how firms operate, supporting scalable growth without the constraints of legacy CRM systems. com) 630-220-2307