February 15, 2023. FIN Compliance is pleased to be featured as a FinTech provider on Kitces.com Advisor Tech Directory. Our compliance/disclosure apps are built to integrate with a firm's existing technology stack with Zapier or through a customizable version using our API solution.
Send FIN compliance calendar tasks to/from our calendar to RedTail, Wealthbox, Calendly, Schedule One, Discord, Active Campaign, Evernotes, Google Calendar, Microsoft Teams, Slack, or other apps available on Zapier.
Zapier empowers firms to automate its tasks across 5,000+ apps.
View our calendar integrations (search "FIN Compliance") at zapier.com.