Compliance & Stakeholder
Reporting Systems
We help our firms and fractional partners to provide integrated Compliance/Stakeholder reporting with cloud-based applications.
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Struggling to Track Compliance Tasks
or Keep Stakeholders Aligned?
Manage tasks, track deadlines, and coordinate your fractional team-all from one secure dashboard.
Built on experience with 200+ firms, FIN Portals streamline task management
and regulatory coordination, saving you hours each month.
Fully integrated with multi-factor authentication through Okta for enhanced security.
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.
Features
White Labeling
Tailor with your brand identity and unique requirements.
Access Rights
Easily manage admin and user permissions.
Integrations
Integrate the app with your existing tools via API/SSO.
Compliance & Audit
Customizable workflows for training, disclosures, and audit reporting for all stakeholders.
Templates
Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.
Dashboards for Admin, Staff Clients
Seamlessly navigate the app through an intuitive interface accessible to multiple team members.
File sharing and Document requests
Share files with other users or request information securely.
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