FIN Disclosure
www.findisclosure.ioDesktop 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
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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
Read more
Country
State
California
City (Headquarters)
Walnut Creek
Industry
Employees
1-10
Founded
2020
Social
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Principal
Email ****** @****.comPhone (***) ****-****
