Wealthcare's web-based wealth management software works seamlessly with Wealthcare's document management system, a software application that allows you to upload documents from your computer to a secure Financeware account. Use of cutting-edge encryption technology 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 encrypted retrieval by clients. Documents posted with Wealthcare's document management system may also be reviewed together by advisor and client using Wealthcare's patent-pending collaboration technology.

Organized using a file and folder structure standard to most operating systems, Wealthcare's document management system is easy to organize and simple to use.