The latest technology news in the wealth management sector from around the world.

Chicago Partners Wealth Advisors, FinTurk
FinTurk, an AI-first client relationship management system for financial advisors has been officially launched. Additionally, it has partnered with Chicago Partners Wealth Advisors, an RIA managing over $8 billion in assets for HNW clients.

The new CRM offering has been established by Mitchell Bratina, who is FinTurk’s CEO. FinTurk’s AI infrastructure generates client insights, proactively recommends tasks and automates manual work.

“While working as an advisor, I found myself building tools to handle manual processes and fill gaps in existing CRM systems,” Bratina 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.”

FinTurk, which Chicago Partners adopted in the first quarter of 2026, will serve as FinTurk’s first enterprise customer. 

The name FinTurk reflects the platform’s design philosophy, combining “finance” with a nod to the historical Mechanical Turk, an 18th-century chess-playing automaton that appeared to operate autonomously despite being powered by a hidden human operator. 

WealthReach
WealthReach, an organic growth platform built for RIAs and other wealth managers, has launched a new type of advisor website that continuously updates, helping users to find firms online, drive qualified traffic and convert visitors into new appointments

The new offering is called Living Sites. 

Unlike legacy templated subscription sites that share the same generic content and expensive custom builds that quickly become outdated, every Living Site is 100 per cent original and constantly evolving, WealthReach said. This adaptability allows Living Sites to compound in performance and grow more visible and effective every week as they respond to how their prospects search on Google, ChatGPT, Claude and Gemini, it said. 

WealthReach said in a statement that it carried out more than 30,000 audits of RIA websites and found that the industry's two dominant website models share the same fundamental failure: both miss the basic technical foundations that determine whether a site ranks at all. Most sites audited had missing or duplicate meta descriptions, broken header structures and thin content – failing the search engine optimization (SEO) and answer engine optimization (AEO) basics that Google and AI engines require to surface a firm over its competitors. 

“In effect, this reflects false advertising from legacy providers and marketing firms where advisors are promised a website that delivers, yet remains invisible where prospects are searching,” WealthReach said. 

On top of these failings, advisors are sold an "SEO-optimized" website that is invisible online unless a prospect searches for the firm by name. Custom builds costing $25,000 or more present the opposite problem, with polished design and original copy that looks great on launch day, but often sit untouched for years while search behavior, client needs and the competitive landscape change every week, WealthReach said.

"Advisors have been told their only options are “cheap and templated” or “expensive and pretty,” but in auditing thousands of sites we found neither has the technical foundation to rank on Google, let alone get cited by AI engines like ChatGPT, Claude and Gemini, where clean structure matters even more,” Michael Barrasso, co-founder and CEO of WealthReach, said. “Legacy templated providers ship duplicate content on top of broken SEO. It's effectively false advertising. Custom builds are designed beautifully by marketing firms but built without the proper technical foundation, then abandoned the day they go live. Living Sites are the first option that's genuinely custom, technically sound, and alive. They get better every week instead of staler every year."