Financeware's web-based wealth management software works seamlessly with Finance File Manager, a software application that allows you to upload documents from your computer to a secure Financeware account. Utilizing cutting-edge encryption technology, Finance File Manager makes the process of transmitting documents to clients safe and easy without the hassles of standard mail or the security lapses of electronic mail or facsimile transmission.

You can post virtually any type of document - such as a newsletter or announcement - for public access by all of your clients or place files - such as status reports or new advice - in private folders for password-protected retrieval by clients. Documents posted with Finance File Manager may also be reviewed together by advisor and client using Financeware's patent-pending collaboration technology.

Organized using a file and folder structure standard to most operating systems, Finance File Manager is easy to organize and simple to use.

Download a free trial of Finance File Manager. (Requires a Financeware account.)

Register Today

Ready to sign up for a free trial account? Do you want to see if your clients will meet their goals? Register here.

Interactive presentation

This exciting three minute Flash video will give you an overview of how our process works. On a T1 connection the file should download in 1 to 2 minutes.

Wealthcare Conference

Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.

Seminars, product enhancements, and other brand new information at the click of your mouse. Take a look.