Finpace Approach

At Finpace, we take the same approach to engage our users as we recommend for your own client relationships.

This philosophy shapes how we design our platform and why we offer specific suggestions to help you maximize your experience within the app. Our goal is to make sure you, your team, and your clients get the most value out of your investment in Finpace. We highly recommend watching our videos to fully understand how to leverage the platform.

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Automation

"Workflows" still require your attention, but automation performs the tasks within workflows much faster than you ever could.

Our aim is to automate everything possible, including our marketing, user acquisition, and ongoing service. This documentation, for example, is designed to prevent repetitive questions, saving time for everyone involved.

Finpace automates a range of key processes, including:

• Data-gathering: Easy-to-use, accessible, and secure web forms that simplify the data collection process and make it pleasant for everyone involved.
• Data-deployment: Capture information once, and Finpace automatically populates that data across every relevant document and workflow.
• Disclosure delivery: Rest assured, if customers need a disclosure, they’ll receive it—on time, every time—with no extra work from you.
• Customer import: Easily import one client or your entire book. Whether it’s one or many, Finpace scales to fit your needs.
• Advisor acquisition: You can re-paper an entire book of business in minutes instead of weeks or months. Learn how in this video.
• Client service: Automate regular KYC updates, engagement tagging, and more to ensure smooth and compliant client interactions.
• Onboarding: Every step in the process from prospect to client can be automated in seconds. Watch this video to see how.

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Online-only

Gone are the days of paper forms, fillable PDFs, and Excel spreadsheets.

If we're being honest, you, your team, and your clients probably find those methods frustrating. That’s why Finpace has built everything you need to manage your data-gathering, deployment, and maintenance processes online.

The benefits of going online-only include:

• Consistency: A standardized experience for all users, regardless of device, desktop, or browser.
• Enhanced readability: Proper web-style formatting for all documents, improving both readability and the execution of signatures and agreements.

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Automatic updates

With the Finpace desktop app, updates are downloaded and installed automatically in the background.

This ensures you're always using the latest features and improvements without any disruption to your workflow.

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Changelog

We release continuous updates and improvements, summarizing them weekly in our Changelog.

Finpace builds publicly and shares progress with our community, ensuring transparency and accountability. This approach allows us to deliver core features and improvements each week without the pressure of premature releases. It’s also a great way to celebrate our progress and keep you informed.

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Conclusion

These are the core principles of how we operate at Finpace. Our automation-driven approach streamlines your workflows and simplifies your operations, allowing you to focus on what matters most. If you have any questions or want to learn more, feel free to connect with our team here.