Business Manager

FIN Compliance looks great on all devices

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

Create client folders for disclosures, share documents, or assign to staff.

Client Center Screenshot
Project Center Screenshot

Project Center

Create project folders for disclosures, share documents, or assign to staff.

Document Center

Additional storage for projects

Document Center Screenshot

Compliance App

(Compliance manager for staff, teams, consultants)

Integrated with a disclosure center to transfer items to a Disclosure App

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Disclosure App


(Disclosure portals for communications with clients, staff, investors, and vendors)

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