Partner Program

FIN Compliance looks great on all devices

We build, license, customize, and white label our Compliance and Disclosure Desktop/Mobile apps for firms and offer rev-share partnerships with other independent consultants, Financial networks, fund service providers, and compliance consulting firms.

Compliance Consultant/Manager Program

  • 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

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.

  • 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
  • Ability to customize workflows for admins/users.
  • Bulk pricing/ability to resell app to customers at a profit.
  • Includes hosting, Google Cloud and CrashPlan data backup
  • Zapier-integration w/Compliance Calendar
  • Multi factor authentication/data security control
  • API/Data sync with third party cloud (admins/if available)
  • Cybersecurity monitoring (Advisor Armor)
  • API/compatibility with other tech
  • Zapier integration Setup/maintenance consulting available (fee applies)
  • We maintain security and controls of data stored on our portals.
  • Firms maintain control/access to confidential client information/data and will not maintain nor have any access (or rights) to confidential client information stored through Google Cloud console on our compliance application.

Compliance App

(Compliance manager for staff, teams, consultants)

Integrated with a disclosure center to transfer items to a Disclosure App

Disclosure App

(Disclosure portals for communications with clients, staff, investors, and vendors)