Your inbox, inside your CRM
Finbox brings your Outlook or Gmail inbox into FinTurk, so you can read, search, organize, and reply to email in the same workspace where you manage clients, tasks, and portfolios.
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- Your Outlook or Gmail inbox, inside FinTurk
- Finn drafts, you approve
- Early access for Max plan firms
Replies drafted with client context
Finn drafts personalized replies using the client's account information. You review, edit, and send.
From email to CRM in one step
Finbox suggests CRM updates and follow-up tasks from incoming mail and stages them as approval cards. Nothing changes until you approve it.
Finn gets your approval before it changes a client record or acts on your behalf.
Built for how advisors handle email
Every email, on the right client record
Finbox connects each conversation to the right client record automatically, so you see the whole relationship without switching between systems.
The messages that need you, flagged
Finbox identifies important messages, and you can write inbox rules in plain language to organize and flag mail as it arrives.
Summaries and answers on any thread
Summarize a long thread in one click, or ask Finn about it in plain English.
Speak instead of typing
Dictate a reply, or a question for Finn, when that's faster than typing it.
Available now for Max plan firms
Finbox is in early access. Max plan firms get early access to new products, Finbox included, and Finbox comes to every plan when early access ends.
On the Max plan, AI usage is unlimited across FinTurk, Finbox included, subject to the fair use terms in our customer agreement.
Compare plans →See Finbox™ with your own workflow in mind
Book a demo and we'll show you Finbox on a full book of sample households.
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Screens shown on this page are illustrative and use sample data.