Centralized Cloud Storage

Server Storage
Web-Based Software
Web-Based Software

With web-based software, access to your system is the same no matter where you are. This makes it easier to work from home, solve a problem when you are away from the office, or access it when visiting another office.

No Syncing Necessary
No Syncing Necessary

With a centralized data repository behind the scenes, there is no need to worry about syncing the system between employee access, HR access, and the data that your broker's office will see.

Data Security

Your data is stored in a database that is stored in a secure data center with security and locked computer cabinets.


Customer data is backed up and redundancy is built in with failover options for when the power goes out, the Internet fails, or a hard drive decides to stop working.

Here, There, Everywhere

Access the system from your office, home, or even your local coffee shop. You only need a web browser and internet connection.

Cross Platform/Cross Device

Access the system using a PC or a Mac. Or even your tablet. A mobile version allows you to get quick access to view and update important data on your cell phone too.