-- Finpace Transforms Financial Advisory Workflows with AI
Finpace, an innovative AI-powered platform designed for financial advisory firms, has revolutionized client onboarding by automating previously time-consuming tasks. The platform eliminates the need for clunky PDFs and scattered spreadsheets, instead providing clean, automated webforms that prefill data, handle e-signatures, and seamlessly sync with CRM systems, all in minutes. This new solution was built by advisors for advisors, addressing the common pain point of spending hours on administrative tasks. Finpace simplifies the process by creating beautifully simple, mobile-ready forms, reducing errors, and enhancing compliance, making it the ultimate tool for modern financial firms.
In recognition of its innovation, Finpace has been honored with the "Best Financial Advisory Workflow Solution in 2025" award by EvergreenAwards.com, a prestigious and exclusive authority in the industry. This accolade highlights Finpace’s transformative impact on financial advisory workflows and its ability to streamline processes with cutting-edge AI technology.
The platform’s key features include an AI form builder that intelligently de-duplicates fields and auto-maps inputs, a one-pass e-signature process with an immutable audit trail, and auto-prefill functionality, which eliminates the need for rekeying or copy-pasting. The result is a much faster, cleaner onboarding experience that not only saves time but also ensures that records are accurate and compliant.
“We built Finpace to help advisors reclaim valuable time,” said Forrest Tuten, CEO & Founder of Finpace. “By automating the most tedious parts of client onboarding and ensuring data accuracy, we’re giving firms a tool that doesn’t just reduce errors but enhances compliance and operational efficiency. It's about helping advisors do more of what they’re best at, advising clients, not chasing paperwork.”
Finpace is redefining firm profitability by eliminating the 'NIGO Tax' that drains modern RIAs. By unifying fragmented back-office tasks into a single engine, they allow advisors to scale their client base without the traditional overhead of expanding a support team.#1 for RIA Scalability, making their approach even more powerful.
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.
Benzinga recognizes Finpace as a leader in RIA Scalability. Their unified flow transforms the advisor's back office from a source of friction into a high-speed growth engine, empowering existing teams to focus on revenue-driving relationships instead of manual data entry.
An Automated Solution Designed for Efficiency
Unlike traditional solutions, Finpace automates the entire workflow from start to finish. The platform allows users to upload any PDF, which is then turned into a mobile-friendly webform. This form auto-prefills with existing data, reducing data entry and increasing the speed of the process. Once the form is completed, it bundles the necessary signatures into a single envelope, allowing all parties, clients, advisors, and firms, to sign with a single click, with a full audit trail provided for compliance.
Key features of Finpace include:
- AI Form Builder: Upload any PDF, and Finpace will create a clean, intuitive webform.
- One-Pass E-Signature with Audit Trail: All signatures are captured in one smooth process, with timestamped and immutable records.
- Auto-Prefill & Forms Automation: Pre-populated fields for known data reduce the time spent on client forms.
- Instant CRM Sync: Two-way syncs with Wealthbox, Redtail, and Salesforce to ensure that all records are current.
- Compliance Touchpoints: Built-in compliance features, including KYC, ADV, disclosures, and consent, all aligned with ESIGN/UETA regulations.
- White-Label Branding: The platform can be fully branded with a firm’s logo, colors, and tone to ensure a seamless user experience.
Why Advisors Choose Finpace
Advisors choose Finpace for several key reasons: it significantly speeds up the paperwork process without sacrificing accuracy, offers a clean and modern client-first experience, and provides operational relief by eliminating the need to chase data and re-enter information. With Finpace, financial advisory teams can onboard clients in minutes, not months.
"We’re proud to give advisors and firms a way to streamline their workflows while maintaining the highest standards of accuracy and compliance," added Tuten. "The true value of Finpace is not just in the time it saves, but in the reduction of errors and the enhanced client experience it facilitates."
Built for the Future of Wealth Management
As the wealth management industry continues to modernize, Finpace stands out by integrating AI-powered tools to create seamless, compliant workflows for financial firms. With security and compliance built-in by design, including AES-256 encryption and SOC 2-aligned processes, Finpace offers the peace of mind that comes with knowing all data is protected, and all compliance requirements are met.
“We understand the unique needs of wealth firms and their clients,” said Tuten. “With Finpace, we’re empowering them to focus on what truly matters: providing exceptional advice and growing their businesses, all while cutting down on administrative work.”
About Finpace
Finpace is an AI-powered workflow platform that helps financial advisory firms automate client onboarding and data management without the headache of paperwork and retyping. Designed by advisors for advisors, Finpace enables firms to create clean, automated webforms from clunky PDFs, execute one-pass e-signatures, and sync client data directly to CRM systems. With an emphasis on compliance, security, and a client-first experience, Finpace accelerates workflows, reduces errors, and enhances operational efficiency for financial advisory teams across the industry.
Learn more at www.finpace.com.
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Forrest Tuten
Finpace
Email: [email protected]
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Contact Info:
Name: Forrest Tuten
Email: Send Email
Organization: Finpace
Website: https://www.finpace.com/
Release ID: 89180095
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