Business Manager

FIN Lancer is our business management desktop portal for firms to prepare client files, project files, and network with other firms and third-party vendors.

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

  • Setup an Account Profile

  • Review Compliance Calendar

  • Discuss Service Needs

SETUP AN ACCOUNT FOR REGULATORY UPDATES