Finpace, an AI-powered workflow platform for financial advisory firms, has launched a solution that automates various administrative tasks, significantly enhancing client onboarding processes. This innovation, unveiled on January 6, 2026, allows firms to streamline data gathering, form population, and transaction execution, thereby eliminating the inefficiencies associated with traditional methods such as cumbersome PDFs and scattered spreadsheets.
Designed with input from financial advisors, Finpace’s platform replaces outdated practices with intuitive, mobile-ready web forms that automate data entry, handle electronic signatures, and synchronize seamlessly with customer relationship management (CRM) systems in a matter of minutes. The technology has garnered attention for addressing the prevalent issue of excessive time spent on administrative tasks, enabling advisors to focus more on client relations.
In recognition of its pioneering impact, Finpace received the title of “Best Financial Advisory Workflow Solution in 2025” from EvergreenAwards.com. This accolade underscores the platform’s capacity to transform the efficiency of financial advisory workflows through advanced AI technology while emphasizing enhanced compliance protocols.
Key features of Finpace include an AI form builder designed to intelligently de-duplicate fields and auto-map inputs, a streamlined e-signature process with a complete audit trail, and an auto-prefill functionality that negates the need for re-entering information. The overall outcome is an expedited onboarding experience that not only saves time but also prioritizes accuracy and regulatory compliance.
“We built Finpace to help advisors reclaim valuable time,” stated Forrest Tuten, CEO and Founder of Finpace. “By automating the most tedious parts of client onboarding and ensuring data accuracy, we’re giving firms a tool that doesn’t just reduce errors but enhances compliance and operational efficiency. It’s about helping advisors do more of what they’re best at, advising clients, not chasing paperwork.”
Finpace aims to redefine profitability for registered investment advisors (RIAs) by eradicating what they term the “NIGO Tax,” which burdens modern advisory firms. By consolidating fragmented back-office operations into a unified solution, Finpace enables advisors to scale their client bases without incurring the usual overhead costs associated with expanding support teams, thereby becoming a leader in RIA scalability.
The platform’s automated capabilities extend from start to finish, allowing users to convert any PDF into a mobile-friendly web form. This form can auto-fill with existing data, drastically cutting down on data entry time. Following completion, it gathers all necessary signatures in a single envelope, facilitating a seamless signing process for clients and advisors alike, complete with compliance-focused audit trails.
Advisors select Finpace for its ability to accelerate paperwork without compromising accuracy, providing a modern, client-first experience, and relieving operational burdens associated with manual data handling. With Finpace, financial advisory teams can onboard clients in mere minutes rather than months, fundamentally changing the landscape of client interactions.
“We’re proud to give advisors and firms a way to streamline their workflows while maintaining the highest standards of accuracy and compliance,” added Tuten. “The true value of Finpace is not just in the time it saves, but in the reduction of errors and the enhanced client experience it facilitates.”
As the wealth management sector continues to evolve, Finpace sets itself apart by integrating AI-driven solutions into its operations, aiming to create seamless and compliant workflows for financial firms. With security measures such as AES-256 encryption and adherence to SOC 2 processes, Finpace ensures that all client data is safeguarded, and compliance requirements are met.
“We understand the unique needs of wealth firms and their clients,” Tuten remarked. “With Finpace, we’re empowering them to focus on what truly matters: providing exceptional advice and growing their businesses, all while cutting down on administrative work.”
About Finpace: Finpace is an AI-powered workflow platform designed to help financial advisory firms automate client onboarding and data management, eliminating the challenges of manual paperwork. The solution supports the creation of clean, automated web forms from traditional PDFs, facilitates efficient e-signatures, and integrates client data directly into CRM systems while maintaining a focus on compliance and security. For more information, visit Finpace’s official website.
Media Contact: Forrest Tuten
Finpace
Email: [email protected]
Invest Smart: Invest in AI Infrastructure Firms, Avoid NVIDIA’s Bubble Risk
Google DeepMind and Boston Dynamics Collaborate to Enhance Atlas Humanoid Robot with AI
Oboe Unveils AI Learning Platform, Secures $16M Series A to Transform Goal-Oriented Education
Walmart’s AI Shopping Tools and Wellness Focus Signal Major Shift for Investors
