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Fractional

Consulting Program

We build revenue sharing and subscription models for consultants, fractional executives, and subject matter experts to build reliable income.

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Fractional Consulting Program

Partner with Us to Scale Your Services

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.

What We Provide

Lead Generation & Marketing

We promote your services to our network of clients and prospects.

Sales Support

You may be invited to join client calls to help close packages.

Reliable Payments

We process payments within 14 days of service completion.

Client Support

Our team provides support on customer service and deliverables.

Fair Compensation

Projects are priced to include your hourly rate + our service fee, ensuring you earn your standard rate.

How We Partner with Advisors, Fintech,
Consultants, and Fractional Experts

Consulting Partners

Referrals

Rev-Sharing

Software Partners

White labeling

Licensing

Third Party Partners

API Integrations

Single Sign On (SSO)

See a sample video of our compliance consulting program

Who Are Our Partners?

Advisors, Fintechs, Consultants & Fractional Experts

We work with experienced professionals looking to grow their book of business, offer fractional support, or embed within client engagements

Advisors & Fractional Operators

Manage client relationships and deliver specialized services without building full infrastructure.

Fintech & Vendor Partners

Cross-sell tools or services through our network and integrations

Revenue-Sharing Consultants

Join our ecosystem to earn through co-delivery, referrals, or bundled service offerings

Compliance & Stakeholder Reporting Systems

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.

Compliance Portals

For Desktop tools/integrations
Compliance Portals

Disclosure Portals

For Desktop to Mobile integrations
Disclosure Portals

Integrations Portals

For consolidation with third party applications
Integrations Portals

Features

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White Labeling

Tailor with your brand identity and unique requirements.

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Access Rights

Easily manage admin and user permissions.

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Integrations

Integrate the app with your existing tools via API/SSO.

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Compliance & Audit

Customizable workflows for training, disclosures, and audit reporting for all stakeholders.

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Templates

Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.

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Dashboards for Admin, Staff Clients

Seamlessly navigate the app through an intuitive interface accessible to multiple team members.

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File sharing and Document requests

Share files with other users or request information securely.

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IT/Security consulting

Including IT/cyber consulting with our partners.

Videos

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.

Desktop

Track deadlines and monitor tasks
Collaborate with fractional support teams
Upload and share key documents securely
Access pre-built templates and customizable forms

Mobile

Track deadlines and monitor tasks
Upload and share key documents securely

Partner with us to grow your reach, earn your full rate, and get reliable support—so you can focus on delivering results.