A system and method for managing electronic forms data, and financial
advise applications is provided. Financial advisors may be equipped with
portable computing devices, such as a laptop or tablet PC to provide
customers in-field support through the use of financial advise
applications, customer data and electronic forms. Further, the invention
provides a means for applications, data and forms to be synchronized with
the various computing systems of a financial services company's computing
center. Such synchronization enables in-field financial advisors to work
remotely yet have most of the tools and functionality provided for by the
systems of the computing center.