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


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*