Finpace
Data-gathering and forms platform for financial advisory teams that reads client documents
Finpace is a document data-gathering and forms automation platform for financial advisory teams. Its AI assistant, Emma, reads uploaded client documents such as tax returns, custodian statements, and meeting notes, extracts fields like names, addresses, beneficiaries, and account numbers, and uses them to populate forms and update CRM records, reducing manual retyping and rework.
Emma handles account opening packets, profile building, form preparation, and document review, with built-in e-signatures and a client portal where clients sign in, send documents, and correct their own details. Integrations include Wealthbox, Redtail, Salesforce, HubSpot, and Practifi for CRM sync, along with Gmail, Microsoft Outlook, Microsoft Teams, Dropbox, Box, ShareFile, Google Drive, Zoom, Google Calendar, Calendly, and OnceHub. Security documentation notes a SOC 2 Type II audit in progress, GDPR and CCPA compliance, and stated security policies.
Finpace is built for advisory firms of varying sizes. Pricing is usage-based rather than seat-based: every plan includes unlimited users and unlimited clients, with credits covering the work Emma performs. Plans are tiered by monthly credit volume, from Solo through Scale, with an Enterprise option priced around a firm's volume, forms, and security review. Unused credits roll over for two additional months, and integrations are included on every plan.
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