For Financial Advisors Cloud - Email, Safe, Secure & Encrypted for Confidentiality

Financial Advisors Cloud is a Microsoft Gold Partner.

  Ensure Your Communications are Safe & Confidential

Email is the staple of a Financial Advisors internal and external communications. We provide you with the security you need, the ease of use your partners, associates and staff want, and robust support to keep everything running smoothly so you can concentrate on running your business. Our secure email for Financial Advisors ensures that any sensitive information you send is completely private and secure. Every industry in today's marketplace has a need for encrypted email communications - simply wishing that no unwelcome eyes are viewing your information is not enough in today's world.

  • Your emails are encrypted with the latest, proven protective technology to ensure confidentiality with Financial Advisors Cloud
  • All email is stored on and accessed via your own private Cloud server
  • Your server resides in our SSAE16 Type II certified data center
  • State-of-the art premium anti-spam and anti-virus protection provided
  • Backup and recovery services prevent loss of critical email communications

Keep your emails completely confidential with your secure and encrypted Financial Advisors Cloud Email Services.

  Email on Every Device

Easy to send and receive emails form any device. No need to wait till you get back to the office. Includes unlimited email storage. Making folders, keeping organized is a breeze. Secure Email for Financial Advisors:

  • Secure encryption
    SSL encryption hides email data during transmission.
  • Premium anti-spam & anti-virus
    Keeps your Inbox safe.
  • Shared contacts
    Share contacts across the firm.
  • Shared calendar
    Share your calendar or view others' calendars.
  • Phone Setup
    Connect your phone or tablet to calendars and emails.

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

  Calendars and Contacts

Wish you could have your calendar synced and availible on every device? Now you can. With our Email Exchange, your calendar and contacts, you will connect with all your devices to a secure private cloud.

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

Included in Email Exchange

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 Advisors 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.