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Thursday, September 5, 2024 FIN ComplianceMaximizing Productivity: Business Management Solutions for Accessing Multiple Applications
This guide outlines how firms can integrate Single Sign-On (SSO) with a unified business management portal to streamline access to key applications like CRM, project management, accounting, and HR, enhancing efficiency and security.
About FIN Compliance
FIN Compliance is a company within our FIN Group. It consists of FIN Compliance | FIN Disclosure | FIN Partners | FIN Portals | FIN Sales
We operate within a consortium of compliance, technology, and training consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. As a whole, we provide compliance, sales, and integration systems to the FIN Service Ecosystem, which includes SEC and state-registered investment advisors, financial planners, insurance agents, private funds, broker-dealers, and consulting vendors. Since 2012, we have served more than 200 firms in the financial services ecosystem.
Offering pre-built compliance and integration portals for consultants, compliance officers (CCOs), staff, and their customers to use alongside other technology applications via SSO/API connectors.
FIN Compliance has earned recognition from the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (AAAA), Kitces.com Advisor Tech Directory, and the FINRA Compliance Vendor Directory. It has also been featured in various sites, such as Financial Planning Magazine, FPA, CFA.
We operate within a consortium of compliance, technology, and training consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. As a whole, we provide compliance, sales, and integration systems to the FIN Service Ecosystem, which includes SEC and state-registered investment advisors, financial planners, insurance agents, private funds, broker-dealers, and consulting vendors. Since 2012, we have served more than 200 firms in the financial services ecosystem.
Offering pre-built compliance and integration portals for consultants, compliance officers (CCOs), staff, and their customers to use alongside other technology applications via SSO/API connectors.
FIN Compliance has earned recognition from the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (AAAA), Kitces.com Advisor Tech Directory, and the FINRA Compliance Vendor Directory. It has also been featured in various sites, such as Financial Planning Magazine, FPA, CFA.
