Finpace
VerifiedMay be outdatedWhat is Finpace?
Finpace is a form automation and digital onboarding platform designed for financial advisory firms and RIAs. It eliminates manual paperwork by using AI to generate compliant web forms from plain English descriptions or existing PDF documents, reducing client onboarding from weeks to days. The platform automatically syncs data with CRM systems including Salesforce, Redtail, and Wealthbox, ensuring information updates across all tools instantly.
Finpace includes a built-in compliance engine called Advanced Ledger that tracks every edit with cryptographic proof, creating an immutable audit trail for FINRA and SEC regulatory requirements. It features prefilling technology so clients answer forms once, with data automatically populated in future requests. The integrated e-signature tool, FinpaceSign, allows clients to sign documents on any device in seconds.
Financial advisory teams report saving 18 hours per week per advisor and achieving 87% faster onboarding. The platform is SOC 2 Type II compliant and audit-ready from day one.
Pricing
Starting at $45/month · Subscription
Features
38 features that make Finpace stand out.
- Electronic Signature
- Compliance Management
- Document Management
- Access Controls/Permissions
- Investments Tracking
- Activity Dashboard
- Participant Portal
- Administrative Reporting
- AI form generation
- PDF to web form conversion
- Plain English form creation
- Intelligent field mapping
Finpace alternatives
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Frequently asked questions
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About the authors
Alina Maria Stan is the COO and Co-Founder of Tekpon, where she has utilized her expertise in SaaS, software promotion, and lead generation since July 2020. Her role involves media buying and extensive software branding, contributing significantly to Tekpon’s market presence. Prior to founding Tekpon, Alina served as CEO of King Casino Bonus and Head of Affiliation at Extremoo Media, where she was responsible for branding and affiliate strategies. Her earlier roles include Head of Branding & Affiliation at Fable Media in Denmark and Junior CRM Manager at K.H. ApS, where she developed affiliate
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Ana Maria Constantin, the dynamic Chief Marketing Officer at Tekpon, brings a unique blend of creativity and strategic insight to the digital marketing sphere. With a background in interior design, her aesthetic sensibility is not just a skill but a passion that complements her expertise in marketing strategy. This allows her to create campaigns that are not only visually appealing but also highly effective, a testament to her unique talent. Ana Maria Constantin’s affiliate manager experience is a testament to her dedication and growth. During this time, she improved her partnership developmen
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