Software for IFAs and the financial services

Adviser Cloud has all the features you would expect to find in IFA Software. Including a Comprehensive customisable fact find, commission management, Gabriel RMA-K report, Customer management, Document management, reminders system, Valuations, Fund Analysis.

  • Task management

    Keep up-to-date with personal tasks and activities allocated to you, and easily charge against hours worked.

  • Client management

    Easy to use click interface that gives you ease of access to information.

  • Document management

    No more manual filing. Switch to a paperless office and gain great cost savings.

  • Income and fees

    Log, monitor and automatically reconcile fees, retainers and commissions via our slick statement management system. Adviser Cloud has built systems that will import providers import files directly.

  • Management information

    An array of front / back office reports and data.

Read more about features

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