At the Evergreen Awards, Finpace has been recognized as the Best Financial Advisory Workflow Solution in the U.S. of 2025, a distinction that underscores its role in transforming financial advisory practices. This award highlights the company's innovation in simplifying client onboarding and improving operational efficiency within the wealth management sector.
Streamlining Financial Advisory Operations
Finpace has developed an AI-powered platform that eliminates the need for traditional paperwork by converting PDFs and spreadsheets into automated web forms. The platform integrates seamlessly with CRM systems and automates data entry, e-signatures, and syncing, significantly reducing administrative workloads for financial advisors and wealth management firms.
This solution is designed to reduce human error, streamline processes, and improve overall client experiences by creating a cohesive, efficient workflow for both clients and advisors.
Commitment to Compliance and Security
As financial regulations become more stringent, Finpace ensures compliance with ESIGN/UETA laws, providing immutable audit trails and built-in compliance checkpoints. The platform also prioritizes security with AES-256 encryption and SOC 2-aligned practices to safeguard sensitive data, giving firms confidence in their ability to meet regulatory requirements.
Industry Impact and Client Feedback
Doug Mentzer, CEO of The Mentzer Group, commented, “Before Finpace, client onboarding was a time-consuming process. With Finpace, we’ve experienced faster growth and smoother compliance, which has positively impacted our client relationships.”
Rachelle Hast, CEO of Hast Advisors, added, “Finpace has modernized our data collection and compliance processes, greatly improving the overall client experience and operational efficiency.”
Why Finpace is the Best Financial Advisory Workflow Solution in the U.S. of 2025
Finpace’s integration with major CRM systems like Wealthbox, Redtail, and Salesforce allows firms to streamline their operations while ensuring compliance. The platform’s ability to reduce paperwork, minimize errors, and ensure compliance makes it a standout solution for financial advisory firms in 2025.
Congratulations to Finpace for receiving the Best Financial Advisory Workflow Solution in the U.S. of 2025 award. Their dedication to innovation and client satisfaction sets a new standard for the industry.
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At Evergreen Awards, we honor excellence across three key categories—Organizations, Products, and Individuals. By recognizing success in all its forms, we shine a light on the achievements that inspire progress and set new standards for greatness.
