Software Solutions for IFA’s
Adviser Cloud is a cloud based back office system specifically designed for the IFA industry. Focusing purely on creating simple to use yet powerful software.
Why adviser cloud?
State of the art cloud based business management system designed specifically for the IFA industry.
The Team behind adviser cloud have a vast array of experience from working directly in the industry and so we work closely with you and your team to help your business and its processes run as you need them to.
Why advisers love adviser cloud
Adviser Cloud can help your firm manage Fees, Commissions and processing of statements in a slick automated environment.
We have developed a system that has been designed for an industry where small income amounts may arrive from various sources regularly and in large quantities. It also has the facility for you to create your own invoices.
Adviser Cloud can help produce a variety of firm specific reports, our standard reports include:
- RMAR and other GABRIEL reports
- Remuneration Report
- Mail merges
- Client Reviews
- New Business Reports
- Compliance reports
We can customise any report to work for your business
Adviser Cloud has developed API links to enable integrations for:
- Fee processing
- Fund Feeds
- Third party software
Helping to improve the efficiencies within your business
An important part of managing clients in the financial world is the excessive amount of documents and paper work, Adviser Cloud tackles this with the following features:
- Unlimited storage included at no extra cost
- Document viewer
- Rename, move manage documents and folders
- Search document contents
Getting our software right comes directly from the feedback we get from our clients, our technology is driven by the people that use it, creating a system driven by industry experience.
Fact Find invitations can be emailed to potential customers at the click of a button and your customers can fill in your fact find and see a PDF snapshot, securely through the client portal
Secure Client Portal
Allows direct contact securely to your client and back again. Contact is recorded in the clients account. Documents can also be shared securely and linked into the document storage
Streamlined Task Management
Our task management system has been designed to work around the daily tasks financial advisers face and help manage and automate the data delivery process. Tasks can be shared within your team to ensure the best workflow and outcomes for your clients.
Integration as standard
Jeffrey GoukFounder and Director – Glenwin Hardy Ltd
Saranjit Hothi BSc Dip PFSDirector – Elementary Investments
Clive SafferDirector – Obsidian
Adviser cloud’s software pricing is as straightforward as it’s software.
Our pricing is subscription based, meaning you will get free updates for the life of your subscription. With Adviser Cloud you will have cost effective software and always be on the cutting edge, without the need to upgrade.
Adviser Cloud IFA Software from just: £150.00 ex vat per month for the 1st user, additional licenses charged at only £30.00 ex VAT per month
- Data Imports – Free of charge*
- Software Support – Adviser Cloud Academy
- Automatic commissions
Book a Demo
Let us guide you through all of the features and functions of Adviser Cloud. Learn how Adviser Cloud could save your business valuable time and money by simplifying systems & routine tasks.
Get in touch
Why not contact us and try our service, we are committed to further developments and would love to hear your views on what you would like to see next.