Financial Advisor Web Portal – Financial advisor companies can now manage their clients information in an easy to use tool that provides you and your clients with up to the day interactive reports using information from your Schwab Portfolio Center.

That's right, no more printing and mailing reports or creating pdf's and manually uploading them for each client to your web site. Better yet, your clients have the ability to customize 3 different reports by date range - no more static monthly reports! You and your clients can look at their information by Week, Year, Quarter or what ever combination fits them best. This allows your clients to get the information they need 24 hours a day.

ALSO INCLUEDS:  Document Vault - for internal employee documents and individual client documents. Reminder System - Remind each client of up coming events or items you need from them. You can also post a global reminder for all clients through the system. Update Client Information - Allows your clients to review & update their own contact information saving you time on the phone trying to keep your client information up to date each year. Merges with Portfolio Center and Junxture.

Business Social Networking Solution – The number one growing area on the internet is social networking! Allow your users to find an communicate together online. This is great for membership sites such as chamber of commerce sites who are heavily focused on networking. Allow your users to network online 24 hours a day. This is also a great recruiting tool to encourage people to join your membership group.  Click Here to View a Demo.

Starter Web Sites - Do you need a web site but don't have the budget for a full blown internet application? AES can help you with our Web Site Starter packages. From a simple static web site to a simple e-commerce package AES will keep your budget in mind. Contact us to learn more about our starter packages.

Loan Officer Web Site Manager – Are you a mortgage broker or loan officer looking for a new way to generate business? Well we have a solution for you - a mortgage web site developed to bring in leads. Several design templates to choose from, preloaded with content that is fully editable by you in your administration area, mortgage calculators and MORE!   Click Here to View a Demo .

Editable Printed Materials Manager – Do you have multiple locations all needing to run different promotions with unique contact information on printed materials such as brochures, flyers, and business cards? Our system allows you to set up a standard template with a multiple set of promotions, for example, that your multiple locations can then choose the promotion, change contact information, publish, and send to the printers. It is the easiest way to maintain control of branding and allow flexibility over multiple locations.

Terminal Services Solutions –This solution allows multiple people use terminal services on a single server. This solution can be modified to your needs and requirements. Feel free to contact us for more information.