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Tuesday, March 5, 2019

FIN Compliance partners with Atlas Park Consulting


March 5, 2019.  Atlas Park Consulting partners with FIN Compliance as an operations and systems development resource for investment advisors and other businesses. Founder & CEO, Cameo Roberson is well positioned to serve the advisory community with direct experience in the financial planning space since 2001.  FIN Compliance will also be working with them to build out its operational systems and processes. 



Having worked as a Service Advisor, Cameo understands the unique needs of clients, how to alleviate operational bottlenecks and the demands advisors face from clients. Balancing the complexities of running a practice and serving clients is often challenging. She shares, "Everything we do, we believe in thinking out of the box. The way we think outside the box is by using the client experience as the top factor in system design. Our systems just happen to help advisors create extraordinary firms.  For more information, visit https://AtlasParkco.com 

  

Compliance and Business Management

FIN Compliance (FinCompliance.io) is a consortium of compliance services including: RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance-management software tool (SaaS), B-D Review, a RIA/Broker-Dealer compliance management software tool, and FINLancer is a business management portal featuring:  E-signature tools; Invoicing integration, Vendor Directory, continuity directory*, business client document portal, and more (available by Q3 2019).  Access all services on one site: FINCompliance.io.

Impact

FIN Missions (FINmissions.com) provides business support group sessions for other entrepreneurs.  In addition, Cory has volunteered for more than fifteen youth programs in locations such as like S. Korea, China, S. Africa, Thailand, and India.






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