Business Manager

FIN Lancer is an online business manager for firms to prepare client disclosures, collaborate on team projects, and connect with firms for business continuity/transition purposes.

Client Center

Setup client folders or online vault

Project Center

Collaborate on projects with your team

Document Center

Store your documents for your assignments

Firm Directory

Set up a plan with an advisor looking for a partner to pass along his clients.

Vendor Directory

Third Party Offers from partners and vendors

E-Signatures

Send signed e-contracts to clients, vendors or other third parties

Build Compliance Portal To Manage Tasks
  • Sign Up for Account

  • Take Assessment

  • Discuss Services with our Team