9d ago in General discussion
Paid Members - Unified Dashboard Layout (sneak peak)
We provide our paid members with a subscription/blueprint to build, sell, resell, whitelabel, or integrate a solution into your business model to scale growth. (included with paid event)---if you already have a solution---we have options to help integrate or sell your solution.
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Business Tools –shareable team calendars, document storage, compliance/disclosure logs, and more
Calendar Tasks – Disclose firm tasks and deadlines (integration w/Zapier).
Unified Directory - Access your third-party applications via single sign on or password (integration w/Okta)
Mobile App – Disclose firm and client business filing requirements via Apple Store and Google Play
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Paid Members - Unified Dashboard Layout (sneak peak)
skool.com/finpartners
Helping our service based partners and consultants accelerate revenue by selling, white labeling, integrating, or acquiring a subscription model.
Leaderboard (30-day)
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