If you’re the owner of an accounting firm, investment firm, or other financial services business, you know that money and information technology are pretty inseparable these days. After all, you don’t keep track of your clients’ important finances and other information with a handwritten ledger anymore.

XenWinGo’s complete hosted service makes it easy to take advantage of the most innovative technologies to better serve your clients without breaking the bank:

  • Cloud-based, streamlined systems that are easy to use, easily accessible from multiple devices and locations, and consolidate everything you need to use into one simple platform, including the financial software you use every day (like QuickBooks).
  • Complete security and confidentiality for your clients’ valuable financial information, as well as built-in policies for compliance with regulations like FISMA and PCI.
  • Reliable and secure electronic record keeping based in the cloud, to help free up time and space in your organization, and also protect your clients’ information from potential disaster.

This isn’t all just theoretical. Let’s talk about how it can benefit YOUR financial services business specifically. Call us at (888) 393-6565 today.

Making IT More Convenient for You and Your Staff

It’s important to make sure your technology is keeping your clients’ information secure, but shouldn’t it also make YOUR life easier? We think so.

  • Cloud-Based Access
    Our systems are fully accessed through the cloud, so that means you securely access your files and applications via the Internet. That makes it easy to use the same systems and share files on any device. Make financial records available in the office, at home, or on the go. Offer temporary and limited access to specific clients, so they can easily get at the information they need without compromising security. It’s easy.
  • Paperless Record Keeping
    Are you trying to go paperless? Our file sharing system is entirely electronic, and it’s easy to scale the size of your storage to the needs of your business. We’ll make sure you can easily scan and upload your records to our system where they can be better sorted and accessed as you need them, freeing up space in your office.

Strategy and Planning for Your Future

You help your clients manage their affairs and prepare for the future. We do the same for you and your technology. With our help, you can balance your IT budget and make the right investments.

  • IT Consulting
    We help you plan for the future of your business’ technology, making sure our system is meeting your unique needs and fitting within your budget. We’re here for the long haul with you, and maintain open communications so you can count on our system every day.
  • Helpful and Reliable Support
    Our system is built to accommodate the software you use every day, including Sage, QuickBooks, Simply Accounting, and more. We’re always available to answer any questions you have about using the system or to troubleshoot any issues you’re experiencing.

Security and Peace of Mind

A big part of protecting your clients is making sure their financial information is secure and confidential. Our system makes that easy for you.

  • Business Continuity
    Because our system is entirely based in the cloud, your files are automatically protected from any disaster that could affect your in-office equipment. We also automatically backup all your files with redundant copies safe from accidental deletion.
  • Problems Stopped Before They Start
    We automatically put in place any solutions that match your systems, stopping problems before you even experience them.
  • 24/7 Remote Monitoring
    Automated surveillance of your system to immediately catch, identify, and resolve IT issues as soon as they arise.
  • Automated Regulation Compliance
    Our system has been built with multiple regulations in mind, including FISMA, FINRA, PCI, HIPAA, and more. As such, it’s designed to automatically do backups, easy record retrieval, communication retention, and other important services, so you can make sure the auditors never have any cause to frown at your IT.

We want to know what YOUR financial services business is looking for from your technology. XenWinGo is ready to adapt to meet your needs and show you how easy IT can be, anytime, anywhere.

Make us prove it. Contact us today at (888) 393-6565 or info@Xenwingo.com to learn more about our hosted services, and to get a no-obligation review of your systems with access to our demo system. See for yourself what’s in store.