Audit Proof

Enjoy reduced stress during audit

No system can completely remove your audit risks, but with Finpace's automation platform, you can worry less about making customer engagement compliance mistakes. Automation of certain tasks, like timestamping of contract completion for example, during new client enrollment will instantly reduce your record-keeping requirements. See what else Finpace's compliance software solves for you on a demo.

Built-in SEC Approved Compliance

More protection than you need

You get perpetually updated compliance procedures automatically built-in with Finpace's software system. Enjoy worrying less about keeping up with today's client engagement compliance practices, because we'll do that for you. See how on a demo!

Secure Messaging

Communicate and share data safely with customers

All of Finpace's connections are secured using TLS 1.2 with a 256-bit symmetric encryption and 2048-bit authenticated key agreement. We mask passwords with a separate salt and encrypt with Bcrypt and enforce minimums for length and complexity, ensuring extreme hacker defense. Data at AWS data centers remains encrypted using 256-bit AES.

Say Goodbye to NIGO

Instantly eliminate NIGO with compliance software that won't let you make mistakes

Finpace's system was built to ensure all mistakes during prospect/client engagement are avoided before you're able to make them. Ensuring that you always do things right the first time!

Access Control

Granular permission settings provide complete access control

Finpace users at the "Admin" level are the only users with permission to invite others to the data repository. Administrators also have the ability to set specific limits for such invited users.

Automatic Record-Keeping

Time-stamping keeps you ahead of the auditor

All outreach, prospecting and onboarding activities are instantly timestamped to ensure you always have total oversight into your practice, and it's record-keeping requirements for auditors. Always have proof of your growth being above board.

Upgrade your practice with military-grade data security

Protect your client's data at the highest level
Reduce compliance risk by quickly and safely identifying your clients
Easily keep clients up-to-date with Finpace's secure client portals

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