Straightforward pricing
Adviser cloud’s software pricing is as straightforward as it’s software, and 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
Cost effective Software
Our Software is ideal for firms that want to simplify their back-office processes in a cost effective way. Enjoy all the great features of Adviser Cloud including client and remuneration management, integrations, task management, document management, reporting plus regular updates along with automatic fees, valuations and unlimited document storage as well as support services as part of our cost effective all inclusive package.
Adviser Cloud truly is the most cost effective way to manage your clients with the confidence you have all the functionality at a manageable, scalable price. All this for £150 +VAT per month for the 1st user and only £30 +VAT for additional users.
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Additional users
Expanding your team? Add additional advisers and administrators for just £30.00 per month.
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Data Imports
Our Technical support team can import client and plan information into Adviser Cloud software free of charge, *anything extra or in addition to this is charged at an agreed rate. Please feel free to contact us for a chat regarding import options for your company.
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Software Support
At no additional cost you will be fully supported and trained by our team, you can also access our User Support Desk which has many help guides, useful tips and detailed articles on how to use Adviser Cloud software in an efficient & effective way!
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.