Integrations,
API & SSO
Providing unified portals to automate, integrate, and delegate workflows using API or SSO.
Unified Portal as a service for CRM, RegTech,
and AdvisorTech Applications
We help firms to maximize its tech integrations and/or streamline accessing multiple applications through single sign-on solutions. With our Okta-powered solutions, we provide a unified login portal for firms who are interested in creating an “all-in-one” login experience with access to more than 5000 applications – including those not found on advisor-based CRMs or client portals.
* We build upon Okta Security Policy. Annual security audits includes: SOC-2, SOC -3, ISO, and more security protocols to ensure trust between you and your stakeholders.
| RedTail | Tamarac | Wealthbox | Fidelity |
| Schawb | Vanguard | Docusign | Box |
| Share File | Dropbox | Orion | Stripe |
| Money Guide Pro | MorningStar | Zoom | Calendly |
| ACA Aponix | Schwab Compliance | My 529 Advisor | American Funds |
| ADP | Ascensus | John Hancock | Mutual of Omaha |
How It Works
We discuss portal/integration needs.
We create recommendations based on specifications/budget
We build your login to access our FIN Compliance portal and Single Sign On Directory
Login Portal
+
Single Sign On Directory
Calendar Integrations (via Zapier)
1 - Build a task list from our calendar, ADV, Procedures Manual, or consultants. Automate those tasks to any CRM, calendar, or other task app on Zapier.
2 - Search "FIN Compliance" at zapier.com to start building zap integrations from our calendar to your other technology providers.
