New workflows simplify paperwork and cash management, helping advisors streamline operations within a single platform
FinTurk, an AI-first CRM built specifically for financial advisors, announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on FinTurk’s native artificial intelligence (AI) platform, the new capabilities automate two of advisors’ most time-consuming operational tasks to help firms reduce administrative burden and improve efficiency.
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FormFiller™ streamlines the account opening and servicing process by automatically populating client forms with data already stored in the CRM, routing documents for electronic signature and filing completed paperwork back into the client record. By eliminating repetitive data entry and validating information before submission, the tool helps firms reduce errors, minimize not-in-good-order (NIGO) submissions and accelerate client onboarding.
Coming in at just the right time, given recent high-profile lawsuits, CashSweep™ addresses another traditionally manual process by enabling advisors to identify and allocate excess client cash across investment vehicles in seconds. With full control over allocation parameters and built-in automation, advisors can execute cash management strategies more efficiently, helping reduce cash drag, simplify billing workflows and keep client assets working toward portfolio objectives without relying on disconnected tools or manual processes, making it the first cash management automation of its kind built directly into an advisor CRM platform.
“As an advisor, I spent too much time bouncing between systems to complete work that should have taken minutes,” said Mitchell Bratina, CFA, founder and chief executive officer of FinTurk. “That experience shaped how we build at FinTurk. We start by identifying the everyday bottlenecks that slow advisors down. FormFiller and CashSweep solve two of those most persistent ones by eliminating manual paperwork and making cash management dramatically easier, meaning advisors can spend more time focused on their clients instead of managing administrative tasks.”
Following the launch of its advisor-built CRM in May, FinTurk continues to expand the platform with product enhancements designed to solve advisors’ day-to-day operational challenges. Developed with direct input from advisory firms, FormFiller and CashSweep build on FinTurk’s vision of a modern CRM that helps firms complete critical work more efficiently within a single platform. As advisory firms look to consolidate technology and leverage AI to improve productivity, FinTurk continues to expand its platform to streamline and simplify daily processes.
FinTurk integrates with advisors’ existing technology stacks, including portfolio management, document management, productivity and communication platforms, allowing firms to adopt new capabilities without disrupting existing workflows. Like the broader platform, FormFiller and CashSweep were developed alongside advisory firms to address real-world operational needs and will continue to evolve based on customer feedback.
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