Document Management With Storage

Store all your client files, including signed terms of business, key features, fact finds, copy letters and quotes, using secure online unlimited storage. Adviser Cloud’s, IFA Software allows you to store all your important files in the cloud, securely within your portal.

Adviser cloud utilises the latest technology to offer state-of-the-art document management, client files are stored securely and are easily tagged against your customers, meaning that files are safe, easily accessible and reduces the need to use third party document storage areas.

Adviser Cloud, the cloud based IFA software is a all-one management solution, we also have plugins for various software, and because Adviser Cloud’s IFA software is cloud based, it means you can access client files from anywhere on any mobile device.

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