More time with clients, less time in email.
Client correspondence is constant and document-heavy. NeatMail triages by priority, surfaces what needs a reply, and drafts responses — so you focus on relationships.
Continue with OutlookWhy Financial Advisors choose NeatMail
NeatMail gives financial advisors more time with clients and less in a document-heavy inbox. It reads each message by intent and priority — a client question about a statement, a request to move money, a review-meeting reschedule, a prospect inquiry — and auto-labels it so what matters surfaces first while newsletters and market-alert noise get archived. When a routine client request comes in, NeatMail drafts a reply in your voice that you review and send, protecting the client-facing hours that grow the practice. It works inside Gmail and Outlook, keeping your correspondence organized without a new platform to learn.
- Client requests buried under market alerts
- Document-heavy threads slow to sort
- Admin email cutting into client time
of a financial advisor's time is actually spent meeting with clients
Advisors spend only a fifth of their time with clients. NeatMail triages a document-heavy inbox and drafts routine replies, protecting the hours that grow the practice.
The advisor's day, before and after
- Client requests buried under market alerts
- Document-heavy threads slow to sort
- Admin email cutting into client time
- Routine replies written from scratch
- Prospect inquiries lost in the noise
- Client mail surfaced above market noise
- Threads labeled by intent and priority
- More hours back for client relationships
- Routine replies drafted in your voice
- New-business inquiries flagged, not buried
Client mail, sorted by priority
Client correspondence is constant and document-heavy. NeatMail reads each message by priority and surfaces what needs you.
- CQuestion about my statementClient requestClientSurfaced above market noise, a reply drafted
- CNeed to move some fundsActionClientPrioritized for a prompt response
- CReschedule our reviewSchedulingClientA reschedule drafted, your calendar checked
- PLooking for an advisorNew businessProspectFlagged and labeled
- MADaily market wrapNoiseMarket alertAuto-archived
Handling sensitive financial advisors email
Client and case communications are confidential, so here is exactly how NeatMail treats your data:
- OAuth authentication with least-privilege scopes — revoke access anytime from your Google or Microsoft account.
- Encryption in transit (TLS) and at rest; NeatMail stores metadata, not your email content.
- Source-available under the Elastic License 2.0, so your team can audit exactly how data flows.
- Self-hostable — run NeatMail on your own infrastructure so client data never leaves your environment (useful for strict data-residency requirements).
- Independently checked: CASA Tier 2 and ESOF verified.
NeatMail does not currently sign HIPAA Business Associate Agreements or hold a SOC 2 report. If your practice requires either, self-host NeatMail for full data control or talk to us about your requirements.
Talk to us about compliancePriced for deep work.
Two plans. Neither costs what a person does. Cancel anytime — your inbox stays yours.
An assistant
A person to watch your inbox for you.
- Offline nights, weekends and holidays
- Needs full access to every email you get
- Weeks of training before they're useful
- Sick days, notice periods, turnover
- Still needs you to say what matters
Pro
For the focused individual.
- Email tracking — Unlimited
- Custom labels — Unlimited
- AI draft replies — 100/mo
- Follow ups — 50/mo
- Auto file attachments
- Chat with mails
- Telegram & Slack
- Archive rules — 25
- —Advanced analytics —
- —Priority support —
Max
For high-volume operators.
- Mailboxes — 2
- Email tracking — Unlimited
- Custom labels — Unlimited
- AI draft replies — Unlimited
- Follow ups — Unlimited
- Auto file attachments
- Chat with mails
- Telegram & Slack
- Archive rules — Unlimited
- Advanced analytics
- Priority support
7-day free trial · 14-day money-back guarantee · Cancel anytime
* Full refund available on your first subscription payment within 14 days of purchase. See our Refund Policy.
Asked & answered.
Built for the security posture of modern teams. Audited, certified, and quiet about it.
More time with clients, less in email.
NeatMail triages and drafts in Gmail and Outlook, and self-hosts for full data control.