Finpace Masterclass
Getting Started
Product Tour
Explore key features and maximize efficiency with Finpace
Build Your Brand Identity
Customize Finpace with your logo and colors
Add Your Disclosures
Automate disclosure delivery for seamless compliance
Adjust Your Settings
Personalize Finpace to match your firm’s preferences
Manage Your Notifications
Stay informed with real-time updates and alerts
Add Your Integrations
Connect essential tools for seamless workflow integration
Invite Your Team
Expand your team with customized access controls
Add/Customize Forms
Create and personalize forms for seamless data collection
Add Your Logo to Forms
Brand your client-facing forms with your firm logo easily
Secure Your Forms with OTP
Protect client data with one-time password security
Add Your Agreements
Upload and automate important agreements with ease
Complete Onboarding
Finish our 5-step checklist to start using Finpace effortlessly
Finpace Features
OTP: One-Time Passwords
Enhance security with easy, single-use authentications
Changing Your Email
Quickly update your email with secure verification steps
CRM Field Mapper
Map CRM data fields for seamless integration and accuracy
Ledger
Track all client activity with detailed, time-stamped records
Unfinished Tasks
Stay on top of incomplete tasks and actions automatically
Customer Growth
Track Client Growth Trends Over Time with Ease
Finpace Forms
PMQ
Gather essential client details before every important meeting
Investor Suitability
Ensure compliance by assessing client risk and suitability
Digital Onboarding
Streamline client onboarding with secure, automated forms
Financial Planning Packet
Collect comprehensive financial data for detailed client planning
Annual Review
Evaluate client relationships and metrics with yearly check-ins
Update Contact Info
Keep client information up-to-date for accurate communication
Finpace Growth Masterclass
Pipeline Growth with the PMQ
Build a bigger pipeline, faster and with less effort using the PMQ
Rollover Entire Books in Seconds
Acquire Advisors and move client books seamlessly in just seconds
Hyper-Specific Outreach via Tags
Target specific clients instantly with tag-based outreach
Full Onboarding on One Page
Complete client onboarding faster with one-page workflows
Automating Annual Review
Automate annual reviews and keep clients on track
Milestone Messages on Repeat
Stay top-of-mind with automatic, personalized milestone messages
Mapping Fields Correctly
Ensure data accuracy by mapping fields properly
Build Dynamic Forms
Simplicity: clean, dynamic forms that only ask for what's essential
Integrations
Calendly
Automate disclosure delivery for seamless compliance
Docusign
Personalize Finpace to match your firm’s preferences
Stay informed with real-time updates and alerts
Laserapp
Connect essential tools for seamless workflow integration
Outlook
Expand your team with customized access controls
Redtail
Expand your team with customized access controls
Salesforce
Expand your team with customized access controls
Schwab
Expand your team with customized access controls
Wealthbox
Expand your team with customized access controls
Wealthscape
Expand your team with customized access controls
Zapier
Expand your team with customized access controls