Finlancer screenshots

Task Center

Setup client folders or online vault

    Sample Folders
  • ADV Documents
  • IARD/CRD Instructions
  • New Registrations
  • Financial Docs
  • Advertising Review
  • Staff Review

Collaborate on projects with your team

  • Firm Accounting Records
  • Compliance Manual Records
  • Code Of Ethics Records
  • Form ADV Records
  • Trading Records
  • Client Relationship Records
  • Advertising / Marketing Records
  • Solicitor Records
  • Regulatory Records

Store your documents for your assignments

  • Client Folder
  • Project Folder
  • And/or
  • General Folder

Business Center

Building your Partner Channel

Connect with other firms for business continuity, deal flow, and for new ventures**


  • Set up a plan with an advisor looking for a partner to pass along his clients before retirement
  • -or-
  • a nex-gen advisor looking for a mentor
  • -or-
  • an experienced advisor looking to purchase a book of business
  • -or-
  • an advisor looking to start a new venture or find a technology partner

Setup Your Firm Profile

E-Signature System

Send e-contracts to clients, vendors or other third parties

Send invoices to Vendors

Third Party Offers from partners and vendors

Chat/Messaging

Business Calendar (integrated with Google)

Use with your existing Google Email identification/login


Requires login of Google Account on Account Settings

Did you know?

Business Continuity & Management is a concern to many Advisors

According an FPA study, Fifty-four percent see a significant risk and 41% see some risk. Also, 97% of them say they will create a plan at some point For smaller operations, the lack of a succession plan is more acute Just 13% of advisors at firms managing less than $50 million have a formal plan; compared with 60% of those at firms with $500 million or more in managed assets.


Would you like to connect with other advisors in our Network?


Inquire to Register on our Directory
to connect with other firms*


Collaborate with other firms to manage business continuity
Succession strategies, Partnerships, and/or Deal Flow.


*Must purchase a paid version to view other profiles*