Back Office Solutions

Virtual Support Providers– a comprehensive resource of virtual staff work partners and other vendors at your fingertips!

Office Efficiency Resources

www.stamps.com	Online postage center
www.box.net	Free, EASY file sharing application
http://www.onesuite.com/	Long distance calls for 2 cents/minute in U.S; low cost international rates.
www.mozy.com	Encryption-based online backup system.
www.jungledisk.com	Highly affordable online backup for storage and file sharing for home and office; keeps treasured photos and documents safe off-site
www.maxemail.com	Receive faxes via email in PDF
www.mcafee.com	Online anti-virus protection and data management center
www.freeconference.com	Set up free conference calls for your business without a long term commitment or subscription
www.freeconferencecall.com	Free conference calls for your business without subscription; provides a stable number access
www.grisoft.com	Online free anti-virus protection for home use
grc.com	Gibson Research Corporation. How secure is your computer? Test your shield and run a port probe
www.mikogo.com	Free remote desktop, online meetings, and web conferencing
www.logmein.com	Remotely control or log into a computer from any PC or MAC.
www.intranets.com	Collaboration Application Service Provider for secure document and file sharing.

Financial Planning Software

www.moneyguidepro.com	Money Guide Pro is a web-based application that supports a sophisticated, goal-oriented planning process which enables online collaboration with the client.
www.moneytree.com/	Money Tree provides a comprehensive solution in financial planning with goals-based and cash flow planning in one seamless application called Total Planning System.
www.eisi.com//	NaviPlan Extended, a comprehensive financial planning software program with flexibility for complex situations, and high-tech user support.
https://www.financelogix.com	Comprehensive planning web-based program with client online storage, account aggregation, client/advisor portals.
www.sungard.com/wealthstation	Sungard Wealth Station has various modules to fit a large range of financial planning needs, from the call center to those who work with high net worth clientele in a web-based platform.
www.integrate2000.com/	Integrate 2000 is a fully customizable Excel-based financial planning program.
www.iassoftware.com	IAS, Interactive Advisory Software, is a truly unified and integrated software program with its key components in Comprehensive Financial Planning, Portfolio Management, Client Relationship Management, Billing and Rebalancing and Trading.
www.planplus.com	Plan Plus is a scalable platform that is multi-currency, multi-lingual and multi-jurisdictional which opens the door for comprehensive financial planning globally.

Financial Planning Networks

www.cambridgeadvisors.com	Cambridge Advisors, LLC, an alliance of fee-only personal financial advisors serving middle America.
www.garrettplanningnetwork.com/	Garrett Planning Network, Inc., a fee-only turn-key solution for independent financial planners.
www.trustedadvisortoolkit.com	An operating system for Trusted Advisors for offering even more fully comprehensive financial services to your Ideal Clients through a Best-in-Class Deliverables Team of Subject Matter Experts.

www.irs.gov	IRS site for latest tax information, forms, and an excellent Small Business Center.
www.ssa.gov	Social Security Administration for estimate of benefits, updates.
www.sba.gov	Small Business Association; good resource for small business owners.
www.onlinewbc.gov	Small Business Support for Women; detailed information tailored to helping women start small businesses.

Professional Organizations

www.napfa.org	National Association of Personal Financial Advisors
www.fpanet.org	The Financial Planning Association
www.CFP-Board.org	Certified Financial Planner Board of Standards, Inc.