New AI-powered inbox brings client communications and workflows into a single platform, while unlimited AI usage removes cost barriers for advisors on FinTurk’s Max plan

FinTurk, an AI-native CRM built specifically for financial advisors, today announced the introduction of FinBox, a new AI-powered email management tool designed to streamline client communications and daily workflows for registered investment advisors (RIAs). Alongside the rollout of FinBox, FinTurk is introducing unlimited artificial intelligence (AI) usage for advisors on its Max plan, replacing the existing monthly AI credit to help firms take full advantage of the platform's automation capabilities without worrying about usage costs.

FinBox brings advisors' Microsoft 365 or Gmail inboxes directly into FinTurk, allowing them to read, search, organize and respond to emails within the same workspace where they manage clients, tasks and portfolios. By automatically connecting email conversations to the appropriate client records, FinBox eliminates the need to switch between disconnected systems and gives advisors a more complete view of each client relationship.

Built on FinTurk's native AI platform, FinBox also automates several time-consuming email management tasks. The tool can draft personalized responses using client account information, identify important messages and suggest CRM updates or follow-up tasks based on incoming communications. Advisors can also create inbox rules using plain-language instructions to automatically organize and flag messages as they arrive. With built-in safeguards and advisor oversight, all AI-generated responses and suggested actions remain subject to review and approval before execution.

"Bringing an AI-powered email inbox directly into FinTurk creates tremendous opportunities for advisors to improve client service and operate more efficiently," said Mitchell Bratina, CFA, founder and chief executive officer of FinTurk. "But we also recognize that fully leveraging these capabilities could quickly become costly under traditional usage-based pricing. That's why we're introducing unlimited AI usage, not just within FinBox, but across our entire platform for Max plan users. We want advisors to take full advantage of what AI can do for their businesses without having to think twice about what it will cost them and their business."

Following its launch out of beta in May, FinTurk continues to expand the platform with product enhancements designed to address advisors' day-to-day operational challenges. Recent additions include PortfolioSolver™, Vigil, CashSweep™ and FormFiller™, which help advisors streamline portfolio management, practice monitoring, cash management and client paperwork. FinBox builds on these capabilities by bringing email communications and AI-powered automation into the same workspace, further advancing FinTurk's vision of a modern CRM that goes beyond storing client information to actively helping advisors complete work.

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. The introduction of FinBox and unlimited AI usage further expands the platform's ability to help firms consolidate technology, automate routine tasks and manage client relationships more efficiently.

FinBox is rolling out early access to select advisors who request access, while unlimited AI usage is being introduced for FinTurk's Max plan users. RIAs interested in learning more or requesting early access to FinBox can visit finturk.com.

About FinTurk

FinTurk is an AI-powered CRM platform built specifically for financial advisors, designed to streamline operations and reduce administrative burden. The platform combines portfolio management, workflow automation and native AI into a fully customizable CRM platform tailored to registered investment advisors (RIAs). FinTurk enables RIAs to manage client relationships, automate workflows and generate insights within a single platform, reducing manual work while maintaining full control through advisor oversight. With flexible data architecture and seamless integrations, FinTurk adapts to how firms operate, supporting scalable growth without the constraints of legacy CRM systems. For more information, please visit finturk.com.

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