Concepts
Get to know Finpace's design and workspace layout so you can quickly maximize your results.
The Basics
Dashboard
Your Finpace dashboard serves as the central hub for all your data-gathering, deployment, and maintenance operations.
As a Firm Admin, you have the ability to manage multiple advisors, handling crucial tasks on their behalf. Advisors only need to be involved when absolutely necessary, such as during a signing event that requires their input for an advisory agreement.
Each workspace has a unique URL (e.g., abcwealth.finpace.app). When you log into Finpace, you access your own customized workspace. Similarly, when customers log in to complete tasks—like filling out forms—they will see your firm’s logo and branding, which builds trust and reduces concerns about phishing or security issues.
Automation
Automation is a key feature in Finpace, streamlining many manual processes to save time and improve efficiency.
Here’s a quick definition of automation, as explained to a 20-year-old by ChatGPT:
"Automation refers to using technology to perform tasks that would otherwise require human effort. It involves setting up systems or machines to handle repetitive or routine tasks automatically. In software, automation can handle tasks like data-gathering or sending out emails without manual intervention. The goal is to increase efficiency, reduce human error, and free up time for more complex and creative tasks."
At Finpace, automation is at the core of our platform. By automating routine tasks, you and your team can focus on what truly matters—building relationships and growing your business. Automating tasks means boosting productivity without sacrificing time for more meaningful work. It’s a win-win!
Integrations
Connect your most frequently used technologies within the Finpace Dashboard: Finpace > Integrations.
If an integration you need doesn’t already exist within the Finpace ecosystem, you can use Zapier to connect Finpace to thousands of other apps.
For guidance, check out our tutorial video here.
Mini-CRM
Finpace provides all the essential data points you need to open new accounts in your Customer page.
Our goal is simple: quickly identify 'who a person is' and transfer their information to your chosen custodian for account opening, so you can get paid as swiftly as possible.
Finpace focuses on what’s essential—no excessive features, only the tools you need to efficiently move from prospect to client faster than you ever thought possible.
Engagement Hub
The Engagement Hub allows you to quickly connect and engage with specific customers or targeted subsets of your client base. For example, if you want to send an article about the advantages of rolling over an old 401(k) before the year ends, you can use the Engagement Hub to reach only the customers who’ve shown interest in, or notified you of, having an old 401(k), thanks to the power of tags.
User Roles
Firm Admins
Firm Admins hold the highest level of authority within Finpace.
They can make firm-wide changes, including creating or editing templates, managing firm settings, and customizing workflows. Since Firm Admins have ultimate control over your instance of Finpace, choose these team members wisely.
Advisors
Advisors can initiate pre-built, pre-approved forms between themselves and their clients, but they do not have the ability to create or customize standardized web forms—this responsibility belongs to Firm Admins.
Advisors can sign documents on their own behalf before or after a client completes their part of the forms.
Some firms allow customers to have the final signature, while others require the advisor to review and finalize documents after the customer has completed their part. Finpace allows for both methods, giving you the flexibility to choose what works best for your firm.
Support
The Support role is currently being developed.
But Support team members will play an integral role in helping maximize your firm’s investment in Finpace by allowing advisors and Firm Admins to focus on higher-profit activities.
However, support staff will have no authority to modify templates, firm settings, or automations. Their role will be to purely assist in the operational work for advisors without making critical changes.
FAQs
While Zapier is great for connecting different applications, it doesn’t offer the full-service functionality that Finpace provides. Finpace automates critical tasks like data-gathering, form-filling, onboarding, and compliance—all built specifically for financial advisors. Zapier can help with app integration, but it won’t manage the entire client lifecycle or ensure compliance like Finpace does.
No, advisors can only initiate pre-approved forms provided by the Firm Admin. They do not have the ability to create or customize forms, but they can sign documents and complete forms with clients.
Automation in Finpace handles repetitive tasks like data-gathering, document signing, and disclosure delivery. This reduces manual work, ensures accuracy, and saves valuable time for both you and your team, allowing you to focus on higher-priority tasks.
The Engagement Hub allows you to target specific clients or groups based on tags. You can use it to send personalized communications, such as articles or updates, to clients who have shown interest in specific topics, like rolling over an old 401(k).
Automation in Finpace handles repetitive tasks like data-gathering, document signing, and disclosure delivery. This reduces manual work, ensures accuracy, and saves valuable time for both you and your team, allowing you to focus on higher-priority tasks.
You can connect your existing tools directly through the Integrations section in the Finpace dashboard. If a direct integration isn’t available, you can use Zapier to connect Finpace to thousands of other apps.
