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
Company Details
- Employees
- 1
- Founded
- 2020
- Address
- 2950 Buskirk Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Walnut Creek, CA
Fin Portals Questions
Fin Portals's website is https://fincompliance.io/fintrainer/
Fin Portals's LinkedIn profile is https://www.linkedin.com/company/fin-portals
Fin Portals has
1 employees.
View email and phone details for 1
employees at Fin Portals.
Fin Portals's industry is
Financial Services
Fin Portals's top competitors are
New Generation Research, Inc.,
Alt Diligence,
Sacred Realm Consulting,
William Joseph Capital Management, Inc.,
Twister Digital,
Fin Sales,
Inasec.ai,
Kick,
Fin Compliance,
Fin Partners.
Fin Portals's categories are Financial Services
Fin Portals's founding year is 2020
