Client onboarding
Want to automate 95% of your
paperwork, with near-zero NIGO?
- Your customers becoming raving fans
- You get more time to do as you please
- You get to revenue faster, with less effort
Want to automate 95% of your
Trusted everywhere
“You’re hired.”
The two best words in this business.
Also the last easy ones.
Because until this moment, your new client has only seen your best side. The polished deck. The confident plan. The handshake.
Now comes the paperwork. And the paperwork is where they quietly answer the only question that matters: did I pick the right firm?
Maybe your process is tight. Great, it can get faster. Maybe it’s duct tape and memory. Also great, most of it is fixable. Either way, this is where you’re exposed.
An hour of your life, gone. Reading a statement. Reading a 1040. Typing it all again. Field by field. Page by page.
Then, three weeks later, it’s back. NIGO. One field. One mismatch. One typo on page 12.
The clock restarts. The client waits.
And a person who just handed you their life savings is wondering why nothing’s happened yet.
Industry estimates say 10 to 30% of advisor paperwork bounces NIGO. That’s not carelessness. That’s math. The same detail, typed twice, forty pages apart. Eventually they disagree. They always do.
You didn’t start this business to retype an address. You started it to change lives and build income that repeats.
This is the work you’d hand off in a heartbeat.
So hand it off.
How it works
Get data once. Automate it anywhere.
That's right! No more typing (or writing) in a first name 5 times across 12 pages like you do at the doctor's office. If you get it once in Finpace, it's autopopulated instantly, wherever you need it.
1
Capture the source once
Drop in what the client already gave you: a 1040, a statement, an ID, meeting notes. Or send them a branded webform instead of a static questionnaire. Either way, Emma reads it into one clean, structured record.
2
The forms fill themselves
Pick the packet. Every field lands from that same record, so the name on page 1 is character-for-character the name on page 12, and the account number matches everywhere because it's one value placed twice.
3
Review once, not field by field
You're not re-checking hundreds of fields against a statement. You're confirming one clean record landed where it belongs. The human check stays; the human error doesn't.
4
Sign and sync in one motion
Send for ESIGN/UETA-compliant signature and push the record to Wealthbox or Redtail, so your system of record is current the moment the client is onboarded.
Everything you get, free to start
- Emma reads client documents into one clean, reusable record
- Upload any fillable PDF, and Emma reads the field structure and maps it, even on a form she's never seen
- Every field fills from one source, so the mismatches that cause NIGO never get introduced
- A review step before anything ships, so you stay in control
- ESIGN/UETA-compliant e-signature, built in
- Two-way Wealthbox and Redtail sync, free on every plan and never uses a credit
- Your Form Library grows as Emma learns your firm's paperwork
- $50 in Emma credits to start, enough to run a real packet end to end
Start free, $50 in Emma credits
No card required.
The hour-back guarantee
Onboard your next client with Finpace. If it doesn't save you at least an hour versus doing that packet by hand, I'll personally get on a call and do the next one with you, free.
No hoops, no claim form. Just tell us it didn't and we'll make it right. You're risking an upload and five minutes.
Forrest Tuten, Founder of Finpace
Start free
Questions first? Talk to us.
Before you start, the honest answers.
Your next client is the easy one.
Upload what they already gave you, let the packet fill itself, and send it once, right the first time. Then get back to the part of this job you actually signed up for.
Start free, $50 in Emma credits
No card required. Live in under 5 minutes. Backed by the hour-back guarantee.