FinTurk FinBox AI inbox for RIAs (early access)

FinTurk, a CRM built for financial advisors, introduced FinBox, which brings an advisor's Microsoft 365 or Gmail inbox into the CRM, links emails to client records and uses AI to draft replies and suggest CRM updates or tasks. It also announced unlimited AI usage on its Max plan.

Read the announcement ↗Official site ↗

Early access (by request)ProprietaryFinTurk CRM; connects to Microsoft 365 or Gmailby FinTurk (Chicago)

Why it matters

For RIAs evaluating an AI-native CRM. Email is where most client requests arrive, and FinBox puts it next to client records so AI drafts and follow-up tasks can use account context, with advisor approval before anything is sent or changed.

What's new

Connects a Microsoft 365 or Gmail inbox to FinTurk so advisors can read, search, organize and reply inside the CRM.
Automatically links email conversations to the matching client records, per FinTurk.unverified
AI can draft replies using client account information, flag important messages, and suggest CRM updates or follow-up tasks.
Advisors can write inbox rules in plain language; FinTurk says all AI drafts and suggested actions require advisor review and approval.
FinTurk also announced unlimited AI usage for Max plan users, replacing the monthly AI credit. FinBox is in early access for advisors who request it.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your RIA already uses or is piloting FinTurk and advisors spend much of the day in client email.

Worth knowing: Connecting a mailbox gives the CRM and its AI access to client correspondence, which can include account details and PII. Check books-and-records and email archiving obligations (SEC/FINRA) and your vendor due diligence before turning it on.

Quick facts

Pricing	FinBox pricing not stated in the announcement. FinTurk's pricing page lists Pro at $90 and Max at $135 per user/month billed annually; as of Oct 22, 2026 it still shows a $60/user/month AI credit on Max rather than unlimited usage.not verified
Free or paid	Early access (by request)
License	Proprietary
Type	Web app (SaaS)
Platform	FinTurk CRM; connects to Microsoft 365 or Gmail
GitHub stars	n/a (not a GitHub project)
Maker	FinTurk (Chicago)

Related ranking

See how established tools compare in AI Practice Management & Client Portals. New releases aren't scored until we review them against the rubric.

What we couldn't verify

quick_facts.pricing (FinBox and unlimited-usage pricing not published; pricing page not yet updated)
highlights[1] (automatic client matching accuracy not tested)

Checked 2026-10-22 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.