Add-on Options for Advisors

Additional features and programs available to financial advisors:


FFM Desktop and Finance File Manager

FFM Desktop

Now we have another way to manage your files online!
FFM Desktop provides you with another way to easily and securely post files to financeware.com for your clients to view. This Desktop application uses the familiar Windows Explorer style of 'folders and files' to let you organize documents -- like Word or Excel files -- for your clients' viewing. FFM Desktop will also generate and send customized email messages to your clients whenever you post new documents for them.


FinanceFileManager

allows you to publish any document to our Web site for secure viewing by you and your clients. Simply choose FinanceFileManager in your print options, select your location for publishing (you can publish to your Inbox, Public, Private, or a particular client), and name your file. When you return to our site, your documents will be there! (Note: Each user account has a up to 50 Megs of available storage.)


Download and Install FFM Desktop & FinanceFileManager

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