Ex-FA Launches AI-Backed CRM Platform with $8B RIA

A former financial advisor who aims to tackle CRM systems has launched an AI-powered platform designed to streamline how advisory firms operate and has partnered with a registered investment advisor that manages $8 billion in total client assets as its first customer. 

Mitchell Bratina, who previously served as a wealth advisor for Chicago Partners Wealth Advisors, has launched FinTurk, a CRM platform that aims to provide advisors with automation tools to help “streamline advisor workflows and reduce operational inefficiencies” that are happening inside firms. 

FinTurk combines portfolio management, workflow automation, and native AI into a “customizable” CRM system, which allows advisors to better manage client relationships, track various client tasks and responsibilities, and streamline portfolio-related activities. 

“While working as an advisor, I found myself building tools to handle manual processes and fill gaps in existing CRM systems,” Bratina, FinTurk’s CEO, said. “As those tools gained traction, it became clear there was a broader need for a platform designed around how firms actually operate, which led us to build FinTurk.” 

Chicago Partners Wealth Advisors, which also acts as an active design partner, has already made the switch over to the platform during the first couple of months of the year and feeds advisor workflow into FinTurk’s product development system. 

“Instead of wrestling with workflows, FinTurk has allowed our advisors to focus on client relationships while streamlining day-to-day operations,” Nicholas Guido, COO and partner at Chicago Partners, said. “The result is faster response times, more thorough meeting preparation and the ability to serve more households without sacrificing service quality.” 

Additionally, through the platform, advisors will be supported with AI-generated meeting preparation and note-taking abilities, automated client reviews, portfolio tracking, and household-level views.

Pictured: Mitchell Bratina