In the cloud back office solution for IFA’s
Here at Adviser Cloud we believe that simplicity is the key to success. We specialise in intuitive and simple Financial Adviser software that helps to reduce costs, increase efficiency and provide exceptional client experience. Adviser Cloud utilises the latest technology to provide the most contemporary and efficient way to manage your clients.
Simple & agile
Adviser Cloud believe simplicity is the key to success.
Complex solutions don’t need to be cumbersome to use, they should be simple straight forward and above all flexible. Adviser Cloud isn’t just a back office software, it has been developed very closely with client user groups to provide a system that is agile and simple to use, but meets the complex needs of the financial advice industry.
Our vision is to support a complex and highly regulated industry with dynamic highly intuitive, 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.
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.
Jeffrey GoukFounder and Director – Glenwin Hardy Ltd
Saranjit Hothi BSc Dip PFSDirector – Elementary Investments
Clive SafferDirector – Obsidian
We’ve got integration covered
Adviser Cloud IFA Software has been designed to be integrated with many specialist financial partners to ensure clients can get the most from our financial back office software. These integrations include partners for electronic valuations, data feeds, quote searching and financial planning tools.
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.