Forrest Tuten
CEO & Co-Founder

An Open Letter to "Time-Wasters"

October 10, 2023

Dear "Time-Wasters",

Yes, you're the one we're talking to...if you do any of the following:

  1. Use PDFs, Excel spreadsheets, Heaven forbid you still use paper, to gather and input data
  2. Write out every email (even copy and paste) to every client
  3. Focus on the cost more than the benefit of what you're buying/investing into

Aren't you tired of spending countless hours performing monotonous, repetitive tasks?

Don't you dream of a world where you can relax while software, robots and AI do all the heavy lifting for you?

Well, it's time to wake up from that dream and join the rest of us in the 21st century!

Yes, that's right. It's time to stop wasting precious time and start automating all those tedious, mind-numbing tasks.

And no, I'm not talking about just making a cup of coffee for yourself (although, let's be real, that would be amazing because coffee is legit).

I'm talking about automating the tasks that take up hours of your day and leave you feeling like a zombie by the end of it. As an advisor, you can automate things like:

  1. Data gathering and entry
  2. Compliance
  3. Tedious, yet required tasks
I know what you're thinking...

"But automation is so complicated and difficult!"

Well, guess what? It's not.

With all the amazing tools and technologies available today, automating even the most complex tasks has never been easier. All it takes is a little bit of research, a dash of creativity, and voila!

Goodbye, tedious work.

Hello, time to actually live your life.

So, what are you waiting for?

Don't get left behind in the dark ages of manual labor, join the new era.

Embrace automation and see just how much time and energy you can save. Trust the beauty of automation software, you won't regret it.

We wish you the best,

Team Finpace,
- obsessed with building amazing automation tools, trying to make you/your team better

Related posts


Real-Time Risk Management: How Automated Compliance Tools Enhance Security

Discover how Automated Compliance Tools are revolutionizing risk management, providing real-time security enhancements for businesses. Stay secure, stay compliant.

Learn more

The Future of Finance: How Financial Process Automation Is Changing The Game

Explore how Financial Process Automation is reshaping the future of finance, enabling streamlined operations and driving unprecedented efficiency.

Learn more

Efficiency and Accuracy: How Financial Reporting Automation Tools Transform Businesses

Discover how Financial Reporting Automation Tools are revolutionizing businesses, enhancing efficiency, and accuracy. Unleash the power of automation today!

Learn more

Seamless Document Creation: Exploring Advanced Document Builder Tools

Discover the power of advanced document builder tools for seamless and efficient document creation. Simplify your workflow and save time with Document Builder Tools.

Learn more

Seize Your Online Success: Fast, Accurate Workflow Automations For Financial Advisors

Empower your financial advisory business with precise and speedy workflow automations. Unleash online success with accurate automation tools for financial advisors.

Learn more

Boost Your financial firm Efficiency With Financial Process Automation

Unlock greater efficiency and productivity for your financial firm with the power of financial process automation. Streamline, optimize, and elevate your operations now!

Learn more
Back to the Blog

Ready to get started?

Explore Finpace or create an account to get started right away. You can also contact us to design the right solution to meet your business needs.

Book a Demo