FinBox

The multi-vertical platform for Canadian financial advisors

FinBox unifies tax strategy, insurance advisory, and mortgage workflows in a single advisor platform — client presentations, compliance documentation, and automated form population, with per-advisor AI workspaces. No competing product integrates all three verticals in one place.

The problem

• —Advisors juggle disconnected tools for tax, insurance, and mortgage work — nothing shares data or context.
• —Compliance documentation and client presentations are assembled by hand for every engagement.
• —Form population is manual, repetitive, and error-prone across every vertical.

What it does

Three verticals, one platform

Tax strategy, insurance advisory, and mortgage workflows under a single client record.

Presentation engine

Polished, compliant client presentations generated from advisor inputs.

Automated form population

Client data flows into the right forms once, not re-typed per product.

Per-advisor AI workspaces

Each advisor gets an AI assistant grounded in their own book of business.

Compliance-first design

Documentation packages built to the standards licensed brokerages require.