-- Streamlining Financial Advisory Operations
For financial advisors, managing client data has long been a time-consuming and frustrating process. For Forrest Tuten, CEO and Founder of Finpace, this inefficiency became a persistent problem that needed a solution. After enduring countless late nights spent manually re-entering client information, Tuten set out to develop a system that would alleviate the operational bottlenecks affecting his own firm and the broader financial advisory industry.
Tuten's vision led to the creation of Finpace, an AI-powered platform that transforms cumbersome PDFs and scattered spreadsheets into automated, digital webforms. This innovative system allows financial advisors to streamline the client onboarding process, prefill forms with a few clicks, and sync data seamlessly with CRM systems. The result is a faster, more efficient process that not only saves time but also provides clients with a modern, digital-first experience.
Award-Winning Innovation: Finpace Named Best Financial Advisory Workflow Solution of 2025
Finpace’s cutting-edge approach to client onboarding and workflow automation recently earned the company the prestigious title of Best Financial Advisory Workflow Solution of 2025 at the Evergreen Awards. This recognition underscores Finpace's role in revolutionizing the financial services industry by improving operational efficiency and transforming client service.
The award highlights Finpace’s ability to solve the long-standing inefficiencies that have plagued financial advisory firms for years. With this recognition, Finpace is now firmly positioned as a game-changer for firms looking to adopt smarter workflows and improve their overall client experience.
The Problem That Wouldn't Go Away
Client onboarding has always been a cumbersome, error-prone task for advisory firms. The process often involves managing endless PDFs, chasing missing signatures, and coordinating multiple e-signature envelopes. These tedious and time-consuming tasks left financial advisors with little time to focus on the aspects of their work that truly matter: delivering expert advice to clients.
Forrest Tuten recalls the daily struggles: "Every custodian had different forms, every client needed multiple signatures, and it required significant effort to avoid NIGO ('not in good order') rejections because of missing fields or incorrect data." Tuten also observed that while other industries had embraced automation, financial services were still bogged down by outdated processes.
Building the Solution from the Inside Out
Determined to change the status quo, Tuten assembled a team of financial advisors and technologists to build a platform that would address the unique challenges of the advisory industry. Their goal was clear: create a solution that could manage the entire workflow from data capture to e-signing and CRM integration, all while maintaining the strict compliance standards required by the financial services sector.
The result was the creation of Finpace’s AI Form Builder. This groundbreaking feature automatically converts any PDF into an intuitive, device-responsive webform. The system also intelligently deduplicates fields and maps inputs, ensuring a smooth user experience for both clients and advisors.
More Than Just Digital Forms
Finpace is more than a digital form builder. Unlike traditional solutions, the platform provides an end-to-end solution for client onboarding. Key features include One-Pass e-Sign (via FinpaceSign or third-party tools like DocuSign), which allows clients and advisors to complete all required signatures in a single, compliant envelope. Finpace's automatic prefill capabilities also eliminate repetitive data entry, saving financial advisors valuable time.
One of the platform’s most impactful features is its seamless integration with major CRM systems, such as Wealthbox, Redtail, and Salesforce. This integration ensures that client records are automatically updated across all platforms, eliminating the need for manual data transfers that previously consumed hours of administrative work.
"We're not asking firms to change their entire stack," Tuten notes. "We're making their existing tools work better together."
Compliance Without Compromise
In an industry where compliance is paramount, Finpace was built with the highest standards in mind. The platform adheres to ESIGN/UETA standards, ensuring all e-signatures are legally binding. It also automatically handles required disclosures and consent management, providing immutable audit trails for every transaction.
Security is another key focus for Finpace. The platform employs enterprise-grade encryption (AES-256) and adheres to SOC 2-aligned processes to protect sensitive client data. These measures give advisory firms the confidence they need to meet regulatory requirements without compromising on operational efficiency.
Transforming Advisory Operations
The benefits of Finpace’s platform are immediate for advisory firms. What once took hours to complete is now finished in minutes. The incidence of NIGO errors decreases significantly, as the guided workflows ensure that all fields are correctly filled in and that no critical data is missing. This allows advisors and their teams to focus on higher-value tasks and provides more time for client relationship-building.
Clients, too, benefit from Finpace’s streamlined process. Instead of struggling with clunky PDFs, they interact with clean, branded webforms that offer a professional and seamless experience. Finpace’s white-label capabilities ensure that every step of the client experience, from email notifications to form submissions, reflects the firm’s brand.
"When your onboarding process is smooth and professional, it sets the tone for the entire relationship," Tuten observes. "Clients notice the difference immediately."
Looking Beyond Forms: The Future of Advisory Efficiency
Though Finpace initially focused on solving the outdated PDF form problem, Tuten’s vision extends far beyond just forms. He sees Finpace as part of a broader movement within the financial advisory industry, one in which routine administrative tasks are automated, allowing advisors to devote more time to strategic, value-added services.
Looking forward, Tuten envisions a future where the majority of administrative workflows are automated, enabling firms to work smarter, not harder. With a growing demand for modern, mobile-first client experiences, Finpace positions firms to meet these expectations while ensuring compliance and maintaining a competitive edge.
About Finpace
Finpace is an AI-powered platform designed to help financial advisory firms automate their client onboarding, service, and compliance workflows. By transforming PDFs into branded, automated webforms, Finpace reduces NIGO, speeds up onboarding, and integrates with leading CRM systems to ensure seamless, accurate client data management.
Built by advisors for advisors, Finpace compresses onboarding from hours to minutes, improves data accuracy, and provides clients with modern, mobile-first experiences. With enterprise-grade security, SOC 2-aligned controls, and ESIGN/UETA-compliant signatures, Finpace combines concierge simplicity with comprehensive compliance.
Learn more at www.finpace.com.
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Forrest Tuten
CEO & Founder
Finpace
Email: [email protected]
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Contact Info:
Name: Forrest Tuten
Email: Send Email
Organization: Finpace
Website: http://www.finpace.com/
Release ID: 89178947
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