Managed Financial Advisors Cloud Office

This is the "All Your Software Secured in the Cloud Package"

Access your private cloud anywhere and anytime on all your devices. Desktop Computers, Laptops, Mobile Tablets and phones are no problem. All The Technology Resources You Need To Manage Your Financial Advisors Business Safely, Securely, Reliably And Affordably In The Cloud.

Financial Advisors Business Expertise -We work with a broad range of Financial services that manage money, including investment services, credit unions, banking, credit-card companies, insurance companies, Investment Banking, Financial Planning, accounting companies, consumer-finance companies, stock brokerages, Tax accounting, Financial Consulting and more.


Financial Advisors Software Applications

Your entire office can run any software program including all of your Financial Advisors applications from your own private cloud. No need to manage upgrades and licensing for Financial Practice Software Applications. We do it for you.

   Files & Documents Where And When You Need Them

Quick easy access by authorized personnel only from anywhere on any device. Virtually unlimited storage and highly secure, PCI compliant. Gain the far-reaching advantages of the latest hosting technologies.

  The Highest Possible Security

With Financial Advisors Cloud all your information, files and applications reside in your own private secured Cloud server at our SSAE16 Type II certified data center. Disaster Recovery Plans available.

 Microsoft Office

With Financial Advisors Cloud Services you get access to a complete Cloud-based Microsoft Office Suite Software available from anywhere, at any time, on any device. Automatic upgrades to the latest versions.


Includes all of your Financial Advisors business software.

For example:

  • Your Financial Advisors Software: MoneyGuidePro, eMoney Advisor, Money Tree's Silver financial planning program, Morningstar Advisor Workstation, Advicent NaviPro Planning Suite, Advizr, Custom Planning Tools, QuickBooks, MS Office, Plus many more.
  • Secure Emails: Safe and Secure emailing for the whole firm.

  • Your own Financial Advisors Cloud Server: including Backups, and you can even include a Disaster Recovery Plan.

Financial Advisors Expertise - Our Financial Advisors Cloud is designed specifically for the Financial profession by experts who know the Financial Advisors profession and use office products all in the cloud.

Call Now Toll-Free To Get Started: 888-433-1040

Financial Advisors Cloud

Safe. All Financial Advisors are required to safeguard client's data, documents and information.

Secure. One location for all your file directories. This means one simple login for all your software applications, emails and files.

Simple.We can configure and install the same directory structure and Financial Advisors software, secure server makes it easy to have all in one place.


Included in Managed Financial Advisors Office

We can also custom configure to fit your needs!

Application & IT Support

Our Help Desk will be available to assist you with any questions and expert team will support all major practice management and Financial applications.

Expert Migration

We take care of migrating all your needed applications, documents and email to the cloud for you. This means you can focus on your business while we do the IT work.

Help Desk

As a Financial Advisors Cloud Service customer you will have access to our Help Desk Support Team. They will assist you with all your IT needs to keep your business running in the cloud —or simply just answer your questions, anytime 24/7.

SSAE16 Secure

Highly secure, PCI compliant and just plain cool. That's Our Data Center!

With Financial Advisors Cloud you get a highly secured data center that is compliant with SSAE16 Type II, (formerly SAS 70 Type II Certification) regulations.

Virtual Cloud Desktop

The buzz word is out there and everyone is doing it. Now it's time for you to take the first step.

Private Cloud Server

Financial Advisors Cloud offer you the extra option of owning your own dedicated server in the Cloud with server backups, server maintenance  and security.