Fractional
Reseller Program
We build Sales/Reseller Programs for fractional teams and subscription-based vendors.
As Featured In
Expand Your Reach Through Our Platform
For developers, SaaS providers, and automation tools, our Reseller Program helps embed your platform within our consulting ecosystem.
Fractional Technology & Reseller Program
What We Offer
Website Placement
We feature your platform link on our website for visibility.
Bundled Solutions
Your tool is packaged with our consulting services for new clients and renewals.
Direct Billing
We bill the client and remit your fee (minus a 10% referral margin).
Client Onboarding
We coordinate an intro call to support initial client setup and integration.
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
Watch demo videos to see how our systems support your subscription model.
Our fractional team will guide you through setup, integration options, 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