Finpace
The data-gathering and forms expert for modern advisory teams. Capture once, use everywhere.
About Finpace
Finpace is an AI paperwork platform for financial advisory firms. Its assistant, Emma, reads client documents such as 1040s, custodian statements, and meeting notes, extracts every field, auto-fills custodian forms, collects e-signatures, and syncs the data back to Wealthbox, Redtail, and other CRMs. Every plan includes unlimited users and clients, with credits covering the document and form work Emma performs.
Pros & Cons
Pros
- Unlimited users and clients on every plan, so the whole firm can use it without per-seat costs
- Reads source documents like 1040s and custodian statements instead of relying on manual data entry or templates
- Two-way Wealthbox and Redtail sync, plus write-back to Salesforce, HubSpot, and Practifi
- E-signatures, client portal, and integrations are included and don't consume credits
- Transparent pricing with credit rollover and a 2x cap on monthly overages
- Built by a former financial advisor specifically for advisory paperwork and NIGO prevention
Cons
- Entry plan at $129/month is pricier than PreciseFP for very small teams
- Credit-based model takes some estimating to match the plan to your monthly volume
- SOC 2 Type II audit is still in progress, which may slow security reviews at larger firms
- Very few independent user reviews available, and setting up new forms or documents can take time
- Book import is limited to Wealthbox and Redtail; other CRMs only receive updates
Key Features
Emma AI document reader
Reads 1040s, custodian statements, meeting notes, scans, and images, and extracts names, SSNs, addresses, beneficiaries, and account numbers in seconds.
Custodian form auto-fill
Fills every page of a custodian packet from a single client record so the same detail matches across pages and NIGO rejections are reduced.
Two-way CRM sync
Imports your book from Wealthbox and Redtail and writes completed form data back; finished paperwork also updates contacts in Salesforce, HubSpot, and Practifi.
Built-in e-signatures
Sends paperwork for signature and keeps an audit trail of who signed and when, included on every plan.
Client portal and questionnaires
Clients sign in with an emailed code to upload documents, answer questionnaires, and correct their own details.
Meeting and calendar inputs
Reads Zoom recordings and transcripts and Google Drive files, and syncs with Google Calendar, Calendly, and OnceHub so a booked meeting can start the paperwork.
Document filing integrations
Files completed documents to Dropbox, Box, or ShareFile, sends client email from Gmail or Outlook, and posts alerts to Microsoft Teams.
Credit-based usage with rollover
Seats and clients are unlimited; credits pay for document reads and client changes, unused credits roll over for two months, and overages are capped at 2x the plan.
Pricing
- 600 credits a month
- Helps serve 5-6 households a month
- About 30 documents read and filed
- Unlimited users and clients
- CRM sync and e-signatures included
- 1,900 credits a month
- Helps serve 15-20 households a month
- About 95 documents read and filed
- Unlimited users and clients
- Full product
- 5,600 credits a month
- Helps serve 45-60 households a month
- About 280 documents read and filed
- Unlimited users and clients
- Full product
- 10,000 credits a month
- Helps serve 85-105 households a month
- About 500 documents read and filed
- Unlimited users and clients
- Full product
- Priced on volume, forms, and security review
- Whole form library mapped
- Named contact at Finpace
- Unlimited users and clients
Best For
New account opening
Upload a custodian packet and have Emma fill every page from the client's own documents to avoid NIGO rejections.
Client profile building
Drop intake documents and let Emma populate the client record in your CRM automatically.
Tax document review
Upload a 1040 or statement and map every field to the client record without retyping.
Client data updates
Process address, beneficiary, and account changes for existing clients and push them to forms and the CRM in one pass.
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