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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.
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Compare Selected SoftwareFinpace is an automation platform built for financial advisors and firms that want to modernize client onboarding, engagement, and compliance. Instead of juggling multiple apps, Finpace automates core workflows – from data collection and document signing to client communication – saving hours each week. It’s ideal for advisors who want to scale efficiently, reduce errors, and deliver a seamless digital experience to clients.
Finpace streamlines the entire onboarding process, completing it in just 3-5 minutes. Advisors can send secure web forms, capture e-signatures, and trigger automatic workflows that handle compliance and client setup. This eliminates manual tasks and ensures every new client journey is consistent, fast, and audit-ready.
Finpace is purpose-built for financial advisors, RIAs, and wealth management firms that handle extensive client paperwork and compliance documentation. It streamlines everything from new account forms to recurring updates. By automating manual data entry and ensuring compliance accuracy, Finpace helps practices of all sizes modernize their operations, reduce errors, and enhance client satisfaction — without needing multiple tools or add-ons.
Finpace is SOC 2 – compliant and uses AES-256 encryption to protect data at rest and in transit. The platform is designed with “military-grade security” to meet the strictest standards for financial and client data protection. Every action – from form completion to e-signature — includes an audit trail, ensuring compliance with industry regulations. This makes Finpace safe for handling sensitive financial information and regulatory documentation.
Finpace stands out by combining automation, compliance, and client experience in one platform:
Finpace provides responsive customer support with hands-on onboarding assistance and technical guidance. Users can access demos, product tours, and dedicated help to ensure seamless setup and ongoing use. The company’s support philosophy centers on helping financial professionals eliminate friction and get maximum efficiency from day one.
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