Adviser Cloud IFA Software support at your fingertips!
We have been working hard to create a user-friendly and effective help desk for Adviser Cloud software users. We are delighted to have launched this new interactive help desk in the last update of Adviser Cloud Software for IFAs.
To access the new ifa software support help desk simply click on the blue support button at the bottom right corner within your Adviser Cloud Portal.
Our help desk is powered by Zen Desk, who create software for better customer relationships. We believe our improved customer help desk offers instant software support in an efficient and effective manner to our clients saving them valuable time and resources!
On our help desk you can view help guides and articles such as commission reconciliation and fact find help or you can chat online to a member of our support team. The Help Desk has a very simple search facility to aid you in quickly accessing a required article – simply type in a phrase or word such as ‘Fact Find’ then click Search to be presented with all relevant help guides and articles.
Please see example of a fact find search below:
Adviser Cloud Ltd is a state of the art cloud based business management system designed specifically for the Independent Financial Advice industry. Adviser Cloud began development in 2007 as a bespoke back office system and has now matured into a system that is available to every IFA worldwide, and focuses on creating simple to use yet powerful software for independent financial advisers.
Our vision is to support a complex and highly regulated industry with dynamic, highly intuitive and easy to use back office software. We understand that not every financial company works the same, and at Adviser Cloud we develop our fully cloud based IFA system around individual needs, not pigeon holed ideals.