Everything Financial Advisors
for the Cloud
for Financial Advisors
Private secure email
calendars & contacts
Optimized to help
grow your business
Peace of mind
Help Desk keeps
you up and running
Eliminate the high cost
of in-house servers expenses
Cloud Computing Services Specifically for Financial Advisors
Cloud storage, document management, email & more - just for Financial Advisors businesses.
We work with a broad range of Financial Advisors Software:
- eMoney Advisor
- Money Tree's Silver financial planning program
- Morningstar Advisor Workstation
- Advicent NaviPro Planning Suite
- Custom Planning Tools
- MS Office
- Plus many more financial software programs that work with cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, 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
- 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 Advisors planning applications you need to run your business
- Data Center and Cloud Services for Financial Advisors-Bronx NY
- Data Center and Cloud Services for Financial Advisors-Brooklyn NY
- Data Center and Cloud Services for Financial Advisors-Manhattan NY
- Data Center and Cloud Services for Financial Advisors-Queens NY
- Data Center and Cloud Services for Financial Advisors-White Plains NY
- Private access to documents and data from anywhere, at any time, on any device
- Ability to run all your Financial Advisors planning applications from anywhere, at any time, on any device
- 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
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 Advisors 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.
Our Cloud services are designed specifically for the Financial Advisors who use products such as: MS Office and QuickBooks all in the cloud.
The highest standards of security - Our data center where your Cloud resides is SSAE16 Type II certified
Powerful Document Management
The Document Management solution you've been looking for: Every client and matter in Financial Advisors Security is a virtual file cabinet to store, organize and manage documents. Store documents to Financial Advisors Security with a simple drag-and-drop, or save directly from Microsoft Office.
Call Now Toll-Free To Get Started: 888-433-1040
Get Started - Make one call - Toll Free: 888-433-1040
"Helped us transform our whole setup and moved us to the cloud and we couldn't be happier with the results."
"Our new cloud service with Financial Advisors Cloud was constructed as designed to improve our firm's productivity, it's far better now."
"We had plans in hand for buying new servers when we signed up. We are thrilled with the decision to use your service instead."