We build revenue sharing and subscription models for consultants, fractional executives, and subject matter experts to build reliable income.
Our Fractional Consulting Model is designed to help consultants, fractional executives, and subject matter experts plug into client projects with ease—while we handle the front-end sales and client management.
We promote your services to our network of clients and prospects.
You may be invited to join client calls to help close packages.
We process payments within 14 days of service completion.
Our team provides support on customer service and deliverables.
Projects are priced to include your hourly rate + our service fee, ensuring you earn your standard rate.
We work with experienced professionals looking to grow their book of business, offer fractional support, or embed within client engagements
Manage client relationships and deliver specialized services without building full infrastructure.
Cross-sell tools or services through our network and integrations
Join our ecosystem to earn through co-delivery, referrals, or bundled service offerings
FIN Portals offer a secure, cloud-based platform for firms and fractional partners to manage compliance tasks, filings, and stakeholder reporting—backed by experience with 200+ firms. Our system streamlines workflows, aligns teams, and integrates with existing tools—protected by Okta multi-factor authentication.
Supports reporting for ADV, accounting, audits, regulatory reviews, and more.
Tailor with your brand identity and unique requirements.
Easily manage admin and user permissions.
Integrate the app with your existing tools via API/SSO.
Customizable workflows for training, disclosures, and audit reporting for all stakeholders.
Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.
Seamlessly navigate the app through an intuitive interface accessible to multiple team members.
Share files with other users or request information securely.
Including IT/cyber consulting with our partners.
See our videos how our system helps manage compliance tasks—faster and easier.
Get started with task templates and downloadable forms—then let our fractional team walk you through setup, integrations, and next steps.
Track deadlines and monitor tasks
Collaborate with fractional support teams
Upload and share key documents securely
Access pre-built templates and customizable forms
Track deadlines and monitor tasks
Upload and share key documents securely