Cloud Computing Services Specifically for Financial Planners
Cloud storage, document management, email & more - just for Financial Planners businesses.
We work with a broad range of Financial Planners Software:
- MoneyGuidePro
- eMoney Advisor
- Morningstar Advisor Workstation
- Money Tree's Silver financial planning program
- MS Office
- Advicent NaviPro Planning Suite
- Advizr
- Custom Planning Tools
- QuickBooks
- Plus many more financial software programs that work with cash flow management, insurance planning, tax planning, retirement planning, investment planning, financial risk management, estate planning and business succession planning (for business owners).
All The Technology You Need With None Of The Hassles.
- Your own private server in the Cloud
- Private access to documents and data from anywhere, at any time, on any device
- Ability to run all your Financial Planners planning applications from anywhere, at any time, on any device
- A single secure place to manage, store and access all your files, documents, emails, client data and more
- Support and management of all the office and Financial Planners planning applications you need to run your business
- Simplicity of operation - A common interface for all users, on their desktop, laptop, tablet and smart phone
- 24x7 technical support
- All for one affordable monthly fee
Why Financial Planners Cloud ?
You shouldn't have to spend a single minute on activities that don't directly help you serve your clients, manage your practice or generate income. With Financial Planners Cloud , you won't have to. We manage, maintain, and optimize all your IT resources for you; servers, applications, email, databases and more. We do it Safe, Secure, Simple, so you can concentrate entirely on what you do best.
A proven track record - Over 20 years serving customers with IT services and support.
The highest standards of security - Our data center where your Cloud resides is SSAE16 Type II certified
Our Cloud services are designed specifically for the Financial Planners who use products such as: MS Office and QuickBooks all in the cloud.
Powerful Document Management
The Document Management solution you've been looking for: Every client and matter in Financial Planners Security is a virtual file cabinet to store, organize and manage documents. Store documents to Financial Planners Security with a simple drag-and-drop, or save directly from Microsoft Office.
Call Now Toll-Free To Get Started: 888-433-1040
TESTIMONIALS
Get Started - Make one call - Toll Free: 888-433-1040