FinanceFileManager is an efficient online communication tool for reps and clients.
If you want to review a client's portfolio with the client - simultaneously, no matter where the two of you are in the world - you can do it with FinanceFileManager.
A tool from Financeware.com, FinanceFileManager enables reps and clients to post real-time exchanges to a secure, password-protected Web site for both to view at the same time.
According to several brokers, it's an efficient means of communication. They can customize reports, and there's no need to mail, fax or e-mail anything.
A California-based independent rep who uses the system likes having a visual way to support phone conversations with clients. "If I'm here [in California] and my client is in Florida, and I'm telling him he's too heavily weighted in small caps and I want to move him over here, I can show him exactly what I mean."
According to Financeware.com, FinanceFile Manager works with virtually any software application. The cost for the service is $50 monthly or $500 annually. For more information, go to www.financeware.com and click on the "Learn about our tools" section.