Turn your practice into a growth engine

Whether you're a Broker-Dealer or a Boutique firm, Finpace has a plan to solve your problems.
yearLY (Save 10%)
Ideal for startups and smaller teams.


finpace prospect plan icon
1 Integration
Pre-built outreach form
Up to 3 team members
Data and analytics
Email support
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Ideal for teams focused on client & AUM growth.


finpace scale plan icon
Everything in Prospect, plus:
3 Integrations
3 Data-gathering forms
Up to 9 team members
Advanced automations
Customer success support
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Ideal for multiple products and heavy customization.

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finpace enterprise plan icon
Everything in Scale, plus:
All Integrations
Custom forms
Unlimited team members
Custom automations
Dedicated support team
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User Licenses
The allotted amount of team members you can have on your account within each plan.
Up to 3
Up to 9
Our standard terms of service apply to all plans. For more flexible terms, contact us about an Enterprise package.
Standard, monthly or annual
Standard, annual
Mobile-optimized version of Finpace.
Setup fee
Our team will assist you with overall setup and configuration of your account, pulling in best practices to ensure your success
Top use cases
Task Automation
Minimize your required, yet redundant tasks as Finpace will do them for you automatically.
Client Onboarding
Elevate your brand, reduce your hiring friction and eliminate your ongoing engagement stressors.
Firm Rollovers
Roll over a new book of business in minutes, not months.
Building Pipelines
Make it easier for your target audience to interact with you where they are: online.
Ongoing Engagement
Improve your customer satisfaction and reduce your manual labor efforts.
Core product
Customizable Forms
Personalization of your brand and voice, at scale.
SMS Portal
An easy, compliant way for you to communicate with your customers via text.
Contact Details Repository
All contact details are safely and securely stored, and very quickly recalled when you need them.
Document Builder
An easier way for you to execute customizable, sign-able documents with minimal effort.
Use these to organize your book based on interest and quickly communicate relevant content to only those who care.
Search Contacts
Easy-to-use search navigation bar within your dashboard, helping you service desired accounts faster.
Multiple Investor Collaboration
An orderly and fast way to executed agreements with multiple parties.
Pre-Built Forms Library
Get started in as little as a few minutes with this intuitive forms package.
Limited + $199 one time
Tracked SMS Outreach
Every text conversation is tracked and recorded via HTML for compliance adherence.
Task Reminders
Never forget to complete an essential line item in your workflows again!
Calendar Integration
Customize your process with specific calendar links before and/or after forms completion.
Customer Status Visibility
Within your Finpace workspace, you will always know what part of the process your customer is in.
Status Search
Quickly find any document, client and or started/completed action with a simple search bar built-in to your automation workspace.
SSN Collection
Finpace adheres to the highest security protocols to ensure all data, even SSN, remains safe.
User-Defined Fields
An easy way for you to ask custom questions and have them map to your CRM, automatically.
Activity Stream
Administrative Controls
Mobile Web App
1 CRM/user
Integrations Request
Compliance and security
In a click you can export all your activity in a detailed report for compliance.
Permissions & Visibility
One-time Passwords
Make it easy for your team and customers to engage with this platform through one-time passwords (OTP). No more remembering and/or clicking "forgot password" with this feature!
Session Timeout
2-Factor Authentication
Batch Audit Reports
Give your auditor whatever they need around engagement compliance with a click.
SSO or "single sign on" allows your users to securely interact with multiple applications all from one set of authentication credentials.
SOC 1 & 2 Compliant
SFTP Account Reports & Backups
Military Grade Security
Support specialists are here to answer any questions from installation through troubleshooting complex customizations.
Email and call
Email and call
Dedicated Support Team
Your very own support manager is only an email or phone call away!
Data Portability
Your data and that of your customers belongs to you. If you decide to leave Finpace, you get all your data immediately. We neither sell your nor your customer data to any third party for any reason, ever.
Personalized Onboarding Call
Video Tutorial Library
Email Features
Dynamic Batched Emails
Communicate with all your customers at once with one email. Finpace will customize this email to make your customer feel as though they are the only one receiving it.
Email Templates
Coming soon...
Coming soon...
Coming soon...
Custom Implementation
White-Labeling & Dedicated IP
Custom Domain

Frequently Asked Questions

How can I create a Finpace account?

Click "Pricing" anywhere on this site and once there, pick your desired plan. Regardless of your plan selection, you will start at the highest level with all the bells and whistles for your 30 day trial. Glad to have you!

How can Finpace help me?

You do the relationship and trust building, we do the tedious tasks that get in your way and slow you down. This can be for any engagement activity that you'd like to automate...

Simplify outreach and build your pipeline faster.

Automate onboarding, make less mistakes and gather customers at speed.

Leverage AI to do ongoing service work simply, quickly and without error(s).

Improve engagement compliance, automatically.

The possibilities are only bound by your imagination!

What does Finpace do?

There is tedious work you have to do in the financial services business, right?

Our system automates the tedious tasks you and team don't want to do, the things that slow you down.

Instead of writing 50 outreach emails, you can leverage our AI to write it once, then batch send to everyone with personalization in seconds. They think you wrote it to just them, but you didn't. Get more done by doing less, pretty cool, right?

Instead of redundant work involved with onboarding new customers, Finpace automates all the back-office tasks instantly so you and your team can focus on relationships, trust-building and lead generation that increase profitability.

Instead of arduous ongoing tasks, Finpace simplifies, streamlines and automates these line items to keep your customers perpetually updated and your firm compliant.

Can I invite my team members to my Finpace account?

Absolutely! The more, the merrier.

Can I talk to a person before starting my trial?

Absolutely! We'd love to hear your thoughts before you get started.

Book a demo here

Can I cancel my plan?

You can cancel at any time, no questions asked. Of course we'd love to know why you're leaving and/or how we can save the relationship, but we'll make the transition away as easy as possible for you. Please refer to our terms for all the cancellation details.

Do you offer any discounts or special pricing for nonprofits?

10% off if paid annually. We are always willing to hear your story and jump into further discounts, beyond the aforementioned offer, as we can.

What is the difference between plans?

Every plan was uniquely built to serve you as best as possible, at whatever stage your business is in. Here is a TLDR summary of each plan:

Prospect plan is best for building your pipeline with simple forms that automatically populate your CRM, this will save you countless hours spend on data entry each year.

Scale plan is best for firms who want the options to quickly build their pipeline, streamline & automate their onboarding, simplify ongoing customer service and/or improve engagement and compliance issues instantly.

Enterprise plan is best for firms with 10+ users. Firms that want to customize this system, who care about white-labeling and our fully optimized growth engine.

How do I reach out to support?

You have access to our support team via chat, just click on the circle icon at the bottom right of your window for fast support. If you don't get us or get a response quickly, you'll hear from us via email within 24 hours.

Can I customize templates and forms?

Yes! You can import your own templates and/or access any of our pre-built data-gathering forms for your convenience. Every data point you'd need to serve your customers well is held within Finpace's form library.

How do I get access to the sms platform?

To use our sms system, you must be on the Scale plan in the very least. Further customization to this feature can only be found on the Enterprise plan which is reserved for firms with 10+ users.

Do I need to bring my own signing engine?

No, everything you need to turn your prospects into clients in a few clicks is already built-in. If you do bring your own Docusign account, for example, you are eligible for an additional 5% off the service, just tell your sales rep.