I was a financial advisor. Like you.
Loved growing the practice. Loved advising. Loved closing deals.
Hated the paperwork.
I was tired of writing "First Name" five times across five different forms. Or worse, asking a client to.
I was tired of thinking the business was closed, only to get a call or email two weeks later:
"Mr. Tuten, the client's name was spelled 'Shaun' on page 12 instead of 'Shawn,' which is clearly listed on page 1. Please make the change with the client, have them initial it, and resubmit the paperwork."
Costing me (and the client) time, street cred, and money. All of which I want as much of as possible.
So I built Finpace. The tool I wished I'd had every time I sat down to do paperwork.
Then we built Emma.
Emma doesn't just read documents — she understands them. She reconciles the details that trip humans up, so you can:
- Gather data with ease
- Create new customer records in seconds.
- Complete tedious, time-consuming paperwork without the dread.
She doesn't sleep. She doesn't complain.
She doesn't let you make avoidable mistakes.
If you've ever been frustrated by any of the same things I was, Finpace is for you. Emma can help.
We built this for you, by someone who's lived it.
— Forrest Tuten
CEO & Founder, Finpace · Knoxville, TN