The Best Email Client for Financial Advisors
Your clients trust you with their financial futures. That trust extends to how you handle their communications. Inboxed keeps AI-powered email private.
The Problem
Fiduciary duty extends to data
Client financial details sent to cloud AI servers creates compliance and liability exposure.
SEC and FINRA scrutiny
Regulatory bodies increasingly scrutinize how advisors handle digital client communications.
Volume of client emails
Market updates, portfolio reviews, onboarding paperwork — managing dozens of client threads is time-consuming.
How Inboxed Solves This
Compliant AI assistance
AI that runs on your Mac. Client financial data stays on your device — never processed by OpenAI, Google, or any third party.
Rapid client context
AI thread summaries let you instantly recall the context of any client relationship before a call or meeting.
Professional draft responses
AI-generated reply drafts help you respond to clients faster while maintaining your professional tone.