Finpace revolutionizes client onboarding with AI-driven automation and a seamless user experience, empowering financial advisory firms to work smarter, not harder.
Streamlining Financial Advisory Operations
For financial advisors, handling client data can be a time-consuming challenge. However, for Forrest Tuten, CEO and Founder of Finpace, it was a recurring problem that became the catalyst for change. After countless late-night frustrations of manually retyping client information, Tuten set out to create a solution that would eliminate the inefficiencies that plagued his own financial advisory firm, and ultimately transform the industry.
Tuten’s vision led to the creation of Finpace, an AI-powered platform that turns cumbersome PDFs and scattered spreadsheets into automated webforms. With just a few clicks, these forms are prefilled, e-signed, and seamlessly synced to CRM systems. The result? A streamlined, digital-first experience that not only saves time but creates the best in class client experience.
Award-Winning Innovation: Finpace Named Best Financial Advisory Workflow Solution of 2025
At the Evergreen Awards, Finpace was recently recognized as the Best Financial Advisory Workflow Solution in the U.S. of 2025, highlighting the platform’s role in transforming client onboarding and improving operational efficiency in the wealth management sector. This prestigious award underscores Finpace’s innovative approach to solving long-standing inefficiencies in the advisory industry, solidifying its reputation as a game-changer for financial firms seeking smarter, more efficient workflows.
The Problem That Wouldn’t Go Away
For advisory firms, client onboarding has always been a necessary evil. The process typically involved hours of wrangling PDFs, chasing down missing information, and coordinating multiple e-signature envelopes. It was a tedious task that left little time for financial advisors to focus on what they do best: providing expert advice to clients.
Tuten recalls the daily struggles: “Every custodian had different forms, every client needed multiple signatures, and it required significant effort to avoid NIGO (‘not in good order’) rejections because of missing fields or incorrect data.” Advisors often watched as other industries embraced automation, while financial services remained mired in outdated processes.
Building the Solution from the Inside Out
Tuten decided to take matters into his own hands. He assembled a team of financial advisors and technologists to develop a platform that could address the unique pain points of the industry. Their goal was ambitious: create a single platform that could handle the entire workflow, from initial data capture and e-signing to CRM integration and client service, while maintaining the strict compliance standards required in financial services.
The breakthrough came with Finpace’s AI Form Builder, which automatically transforms any PDF into an intuitive, device-responsive webform. The system intelligently deduplicates fields, maps inputs, and ensures a seamless user experience for both clients and advisors.
More Than Just Digital Forms
Unlike traditional form builders, Finpace offers an end-to-end solution. It features One-Pass e-Sign (via FinpaceSign or external tools like DocuSign) with full audit trails, allowing clients, advisors, and firms to complete all signatures in a single, compliant envelope. Additionally, Finpace’s auto-prefill capabilities eliminate the need for repetitive data entry, saving advisors significant time and effort.
Perhaps most notably, Finpace integrates effortlessly with major CRM systems such as Wealthbox, Redtail, and Salesforce, ensuring that client records remain up-to-date across all platforms. This two-way mapping feature eliminates the manual data transfer that once consumed hours of administrative time.
“We’re not asking firms to change their entire stack,” says Tuten. “We’re making their existing tools work better together.”
Compliance Without Compromise
In the financial services industry, compliance is non-negotiable. Finpace’s platform was designed with built-in compliance features to meet the rigorous demands of the sector. The platform adheres to ESIGN/UETA standards, automatically delivering required disclosures, managing consent, and providing immutable audit trails for every transaction.
Security is another top priority. Finpace’s enterprise-grade encryption (AES-256) and SOC 2-aligned processes safeguard sensitive data while offering firms the operational efficiency they need to meet regulatory requirements with ease.
Transforming Advisory Operations
For advisory firms implementing Finpace, the benefits are immediately noticeable. Onboarding that once took hours is now completed in minutes. NIGO rates drop significantly, as guided workflows ensure accurate data entry and reduce common mistakes. Operational teams can now focus on higher-value tasks, leaving the tedious administrative work behind.
Clients also benefit from a smoother, more professional experience. Instead of struggling with clunky PDFs, clients interact with clean, branded webforms that reflect the professionalism of their advisor. Finpace’s white-label capabilities mean every touchpoint, from emails to portals, reflects the firm’s brand and voice.
“When your onboarding process is smooth and professional, it sets the tone for the entire relationship,” Tuten observes. “Clients notice the difference immediately.”
Looking Beyond Forms
Though Finpace was initially developed as a solution to outdated PDF forms, Tuten’s vision goes much further. He sees the platform as part of a broader shift in financial advisory operations, one where routine tasks are automated, allowing advisors to focus on relationship-building and providing strategic guidance.
The Future of Advisory Efficiency
As the advisory industry continues to evolve, the firms that can deliver modern, mobile-first client experiences while maintaining compliance will have a distinct advantage. Finpace represents a new era in advisory workflows, where technology handles the mundane, allowing firms to thrive in an increasingly competitive landscape.
About Finpace
Finpace is an AI-powered platform designed to help financial advisory firms automate their client onboarding, service, and compliance workflows. By transforming PDFs into branded, automated webforms, Finpace reduces NIGO, speeds up onboarding, and integrates with leading CRM systems to ensure seamless, accurate client data management.
Built by advisors for advisors, Finpace reduces NIGO, compresses onboarding from hours to minutes, and provides clients with modern, mobile-first experiences. With enterprise-grade security, SOC 2-aligned controls, and ESIGN/UETA-compliant signatures, Finpace combines concierge simplicity with comprehensive compliance. Get started with Finpace and experience the future of advisory workflows.
Connect with Finpace on social media:
Instagram
Facebook
LinkedIn
YouTube
