Partner Program

FIN Compliance looks great on all devices

FIN Compliance offers referral programs for FinTech vendors and compliance consulting opportunities for contractors. Our partner network consists of opportunities for business referrals, advertising, and software licensing.

We build custom portals of our Compliance and Disclosure Desktop/Mobile app for Financial networks, fund service providers, FIN Lancer consultants, and compliance consulting firms –inquire about our Portal As A Service (PaaS) program.


Compliance Consultant/Manager

  • Compliance Consultant/Training
  • Client Account/Software
  • Experienced compliance/tech/financial services professionals

FIN Lancer Program

  • Marketing, Practice Management, CRM, Cybersecurity, and more.

Software Partnership Program

  • No time to build or manage software development?
  • Need a custom portal that can integrate with other technology systems (either Zapier or API)?
  • Want a solution without all the bells & whistles of an all-in-one technology portal?
  • Discuss your preferences with Us
  • We design a custom portal of our compliance or disclosure app for your team, clients, or vendors
  • Customized Packages for 10 | 15 | 25 | 50 users | 100 or more users
  • Setup fee is also included with minimum 10 users

Compliance/Disclosure App


Desktop/Mobile access

Partners Portal Screenshot
Operations and Records

File storage, templates, and permission-based view of your firm books/records: such as ADV, Procedures Manual, Advertising, and more.

Disclosure Center Delivery

Public & Permission Based Desktop/Mobile Delivery of documents to clients, Prospects, Staff, and Vendors

Integrations/API

We offer Zapier integrations with more than 3000 apps including SalesForce, Asana, RedTail, Wealthbox, and popular portfolio management tools. Rest API is available for developer partners.

Security

Our cloud is hosted through Google Cloud’s secure portal. In addition, we offer multi factor authentication and cybersecurity monitoring through our partner Advisor Armour.

See Us In Action


Download Mobile App

(For Disclosure Delivery and Communications via a Smartphone)


INQUIRE FOR COMPLIANCE, DISCLOSURE, OR TECH LICENSING SUPPORT