Cold Email Software for Financial Advisors & RIAs
Build a compliant cold email pipeline for high-net-worth clients.
Bulk Email Boxer includes RFC 8058 unsubscribe handling, campaign compliance controls, and controlled sending.
The problem
Financial advisors need compliant outreach tools that handle unsubscribes properly and avoid spam classification.
The solution
Bulk Email Boxer includes RFC 8058 unsubscribe handling, campaign compliance controls, and controlled sending.
Everything you need, included
- RFC 8058 List-Unsubscribe headers on campaign sends
- Postal-address and unsubscribe footer controls
- Opt-out handling with a durable suppression list
- Optional 15-day low-volume mailbox ramp
- Personalized sequences for different prospect segments
- Campaign sent, reply, bounce, and optional tracking analytics
Simple, flat pricing
Starter: $40/mo · Growth: $90/mo · Scale: $350/mo
All plans include optional warmup controls, sequences, and reply handling. A/B testing is available on Growth and Scale. Seats are capped at 1, 3, or 10 by tier.
How it works
Connect your email account, import contacts, build a sequence, and launch. Warmup controls remain off until you opt in. Replies from connected inboxes appear in your unified inbox.