# Finpace Reviews
**Vendor:** Finpace Technology  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Finpace
Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.




## Finpace Reviews
  ### 1. Increased Productivity.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Minutella J. | Office manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2024

**What do you like best about Finpace?**

customizable, increases productivity and reduces time consuming processes.

**What do you dislike about Finpace?**

since its sofware based, implementing new features or documents  coding takes time.

**What problems is Finpace solving and how is that benefiting you?**

Finpace is trying to implement documents we send to our clients and integrate to current documents or to the database to decrease our processes



- [View Finpace pricing details and edition comparison](https://www.g2.com/products/finpace/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+11%3A00%3A46+-0500&secure%5Bsession_id%5D=548c25e2-950c-4db9-9c5a-d6bdb274dd55&secure%5Btoken%5D=3295631df0ec92689f47780f4e084991db44c66e27f5784e13ac96b47204b490&format=llm_user)

## Finpace Features
**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Content**
- Automation

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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