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What is a Financial Advisor?

A financial advisor is someone trained in providing financial advice to individuals, businesses or Governments/

Why is being a Financial Advisor a great way of earning a living?

A financial advisor is a great profession because it allows you to help other people and businesses to increase their wealth.

How can you run a Financial Advisor business with WinWeb?

WinWeb can help financial advisors properly organise their affairs and their business in a number of ways. Using the power of cloud computing you can access financial planning & management tools and software. You can also use secure data backup to keep your precious information secure and easily retrieve it at any time.

A financial advisor is free to focus on success when they choose WinWeb. We can micro-manage almost every aspect of your business for you, regardless of whether you want to attract new customers via online marketing, create a brand new website or perhaps outsource some of your back office admin. WinWeb offer services that can help you do all of these things as part of our Business Cloud Framework.

With WinWeb Business Cloud Framework it won't take very much time or money for you to provide your financial advisory business with all the Back Office support it will need. Our software allows you access to great features like an advanced CRM system that would cost a large amount to license from other vendors. But that's not all! The best thing about our software is that it is all integrated and your important business data is secured safely in the Cloud.

Our Business Cloud Framework isn't just about software though. We can provide marketing services and business websites for a financial advisor to help them attract new clients without having a large marketing budget or marketing skills. This is a great way for any financial advisor to immediately expand the reach of their business without spending a fortune doing so.

Find out if being a Financial Advisor is for you

Now has never been a better time for financial advisors. With the WinWeb Business Cloud Framework a financial advisor has every tool they need to become a great success.

Financial Adviser | WinWeb Cloud Apps

Customer Care

Customer Care - WinWeb

As a Financial Advisor or RIA everything you do is with the needs of your client in mind. That’s why the Customer Care bundle has everything you need to make them happy and it can be customised to suit your exact requirements.


When people want advice these days their first port of call is often online. As a Financial Advisor or RIA you need to have an online presence so that potential patients can contact you or find your opening hours.


As an Export Office you need to be able to provide a high standard of online support so that customers are able to resolve issues. With the Helpdesk you can do this without spending more than you can afford.

Customer Referrals

WinWeb Referrals

A lot of financial advisors get work through word-of-mouth recommendations from their existing client base. Make it easy for clients to spread the word about your great financial advice with the Customer Referral APP.


Each WinWeb APP is just a small part of a much larger fully integrated offering. Giving you and your business an easy growth path for your I.T. now and in the future.

Happy Customers

A happy customer will recommend you to their friends. WinWeb APPs help keep your customers happy, deliver superior customer service and get access to your data 24/7.

For Teams

Learn more about our WinWeb CLOUD - customised, integrated and affordable - small medium enterprise software for teams. Learn More…
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* Prices are per user per month. Terms & Conditions Apply.

Some WinWeb products, services, features may not be available in all territories, availability and features of products, services may change without notice. Compatible hardware and internet connection may be required for some WinWeb products and services.

Terms and Conditions apply, go to https://www.winweb.com/legal-information/ for more information. Prices exclude any form of applicable sales tax, i.e. GST and VAT - and special conditions may apply, i.e. per user per month, one off pricing, etc. All rights are reserved. E&OE.