Every seat is free. You pay for the work.
Unlimited users and unlimited clients on every plan. Credits pay for what Emma actually does, so the whole firm uses it instead of one desk.
15-minute demo Unlimited users No per-client fees Plans
Pick how busy your month is.
Every plan gives you the whole product, unlimited users and unlimited clients. The only thing that changes is how much work is included each month.
Solo
$129 /mo
Helps you serve
5-6
households a month, new and existing
- 600 credits a month
- Or 13 changes for clients you already have
- Or 30 documents read and filed
Practice
$349 /mo
Helps you serve
15-20
households a month, new and existing
- 1,900 credits a month
- Or 40 changes for clients you already have
- Or 95 documents read and filed
Firm
Many firms start here$899 /mo
Helps you serve
45-60
households a month, new and existing
- 5,600 credits a month
- Or 125 changes for clients you already have
- Or 280 documents read and filed
Scale
$1,499 /mo
Helps you serve
85-105
households a month, new and existing
- 10,000 credits a month
- Or 225 changes for clients you already have
- Or 500 documents read and filed
Enterprise
Let's talk
Helps you serve
Any size
priced around your firm
- Priced on your volume, your forms and your security review
- Your whole form library mapped, however many forms that is
- A named contact at Finpace
On every plan
Nothing here is an upgrade.
Solo gets the same product as Enterprise. The plan only sets how much work the month starts with.
Unlimited users
Every advisor, every associate, every assistant. Seats are free and always will be.
Unlimited clients
Keep as many client records as you like. Having more clients never costs more.
Your CRM stays in step
Client details move both ways with Wealthbox and Redtail, and completed data pushes to Salesforce, HubSpot or Practifi.
Signatures included
Send the paperwork, collect the signatures, and keep the proof of who signed and when.
A place for your clients
Clients sign in with a code sent to their email, send you documents and fix their own details.
The busywork is free
Sending forms, telling an advisor, updating your CRM and filling a form Emma knows never cost credits.
Nothing is wasted
What you do not use stays for two more months, so a quiet month pays for a busy one.
No surprise bills
You see what a job costs before it runs, so the month never ends in a number you did not expect.
Where Finpace sits
Priced against what you pay today.
| A firm with | Finpace | PreciseFP | Hubly (Scale) |
|---|---|---|---|
| 1 person, 120 clients | $129 | $104 | $150 |
| 4 people, 350 clients | $349 | $281 | $600 |
| 12 people, 600 clients | $899 | $703 | $1,800 |
| 25 people, 1,200 clients | $1,499 | $1,430 | $3,750 |
| 40+ people, 2,500+ clients | Let's talk | $2,360+ | $6,000+ |
PreciseFP Standard publishes $89 a month for one user, 100 account profiles and one team, then $49 per extra user and $15 per extra 100 account profiles (precisefp.com/pricing). The rows above apply that formula to one team.
Hubly publishes $110 per user a month on Business and $150 per user on Scale, billed monthly, plus onboarding from $500 for teams of four or fewer and $3,000 for five or more (myhubly.com/pricing). Yearly billing is cheaper per user. Onboarding is real money in year one.
Docupace platform pricing is a custom quote, not published (docupace.com), so it gets no column here.
Finpace is the same price for all of them: we do not charge for people or for client records. PreciseFP's price climbs with both, Hubly's with every person you add. That is the whole reason the right-hand numbers grow down the table.
These tools do different jobs: PreciseFP gathers data on forms, Hubly runs workflows and tasks, Finpace reads the documents and fills the paperwork. The table compares what a firm of that size pays each month, not feature for feature. Prices are each company's published monthly list price, checked September 17, 2026.
One thing worth knowing about that comparison
PreciseFP's own site carries the footer "© 2026 Docupace Technologies", and docupace.com lists PreciseFP and Hubly among its solutions (both checked September 17, 2026). So a firm can start on the $89 plan and grow into paying per person across the same owner's products. Finpace keeps a single price that does not grow when you hire, and no fee for simply having clients.
Why seats are free
Charging per person keeps a tool on one desk.
When every person costs extra, a firm buys the fewest it can get away with. So one person gets the tool, the queue forms at their desk, and everybody else carries on emailing PDFs around. That was the problem you were trying to fix.
So Finpace charges for the work instead. Add the whole firm on day one: advisors, associates, the person who actually fills the packets. Your bill only moves when the volume does.
Questions, answered
How we sized the prices
What one new client costs you today.
These are our numbers, not yours. Every figure we used is listed below, so you can swap in your own and see what changes. Bring them to the call.
| One new client, on average | Support time | Advisor time | Sent back | About |
|---|---|---|---|---|
| By hand | 45 to 55 min | 15 to 18 min | 25% to 35% | $84 to $173 |
| With Finpace | 30 sec to 12 min | 2 to 5 min | 0% to 5% | $24 to $66 |
On average, that is about $34 to $144 saved on every new client, roughly 41% to 84% less. The advisor minutes are the expensive part.
The numbers we used
- An hour of your support person costs about $35 to $55. That starts from an average wage of about $20 to $32 an hour, adds roughly a third for tax and benefits, and counts only the hours actually spent on client work.
- An hour of an advisor's time is worth about $200 to $300.
- By hand, one set of paperwork takes on average about 45 to 55 minutes of support time and 15 to 18 minutes of an advisor. With Finpace it takes about 30 sec to 12 min of support time and about 2 to 5 min of an advisor.
- Paperwork done by hand comes back to be fixed about 25% to 35% of the time on average, against about 0% to 5% when every form is filled from one record. Each fix takes about 30 to 45 more support minutes and 5 to 10 advisor minutes. These are our estimates, not a measured study.
- The Finpace row already includes the credits it takes to set up one new client: about $17 on the biggest published plan and about $25 on the smallest.
Your numbers will land somewhere in these ranges, or near them. Bring them to the call and we will run your firm's version.
See Emma on your documents. In 15 minutes.
Book a short call and we'll show Emma reading your own forms, field by field. No pressure.
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