MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Client experienceAI assistants and agentsOnboarding and account openingOperations and workflow automation
Finpace
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
Knoxville, TN, USFounded 2020finpace.comNot yet confirmed by the company
What it does
Finpace is a data-gathering and paperwork tool for financial advisory teams. Its AI agent, Emma, reads documents a client already has, such as a 1040, a brokerage or custodian statement, or meeting notes, and turns them into one client record that is used to fill account-opening packets, custodian forms and firm paperwork. The aim is fewer NIGO rejections and less retyping by operations staff.
Emma extracts names, addresses, account numbers, beneficiaries and other fields from PDFs, images and scans, maps them to the client record and auto-populates forms. The platform also includes client questionnaires, built-in e-signatures, a client portal with emailed sign-in codes for uploads and self-service updates, and two-way sync with Wealthbox and Redtail, with completed data pushed to Salesforce, HubSpot or Practifi.
Finpace was founded in 2020 by former advisor Forrest Tuten and is based in Knoxville, Tennessee. Pricing is credit-based with unlimited users and clients: Solo $129/month, Practice $349, Firm $899 and Scale $1,499, with Enterprise quoted.
Best for
- Serves
- RIAs
Features
- AI extraction from 1040s and statements
- Custodian form auto-fill
- Account-opening packet preparation
- Two-way Wealthbox and Redtail sync
- Built-in e-signatures
- Client questionnaires
- Client document upload portal
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Solo $129/month; Practice $349/month; Firm $899/month; Scale $1,499/month; Enterprise by quote; unlimited users and clients, usage via monthly credits
- Deployment
- Cloud
Integrations
Custodians supported
- Charles Schwab
- Fidelity
Integrations
- DocuSign
- HubSpot
- Practifi
- Redtail
- Salesforce
- Wealthbox
Coverage from The Daily Network
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