FIN Portals
Financial Services
2950 Buskirk Avenue
1 employees
- Employees
- 1
- Contacts
- 1
- Emails
- 1
FIN Portals Overview
- Headquarters
- 2950 Buskirk Avenue
- Website
- fincompliance.io
- Industry
- Financial Services
- Employees
- 1
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FIN Portals
Desktop to Mobile app for advisor clients, staff, vendors, and prospects. How to Use: Upload documents or calendar items Assign to multiple parties to view. Track Information sent or received from a desktop Desktop/Mobile Features: Public Dashboard - disclosures delivery to clients, prospects, and vendors. Staff Dashboard: disclosures and reporting logs for staff and solicitors
FIN Portals Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
FIN Portals Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cory Roberson | Founder - CEO @ Fingroup.io - Fixing Compliance & Audit Issues for Financial Firms - Powered by Fractional Partner Systems | Walnut Creek, California, United States |
Email
|
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