Software Features

Adviser Cloud IFA software has been designed to provide simplicity and flexibility combined. The main features of our software include: Commission Management, MI Reporting, Live Valuations, Slick Client Management, Secure Document Management, a Comprehensive Fact Find Module, Custom Workflows and Streamlined Task Management.

Why Choose Adviser Cloud?

We offer flexibility as standard and Adviser Cloud is customisable and set up to function around how you and your business work.

  • Developed with IFAs for IFAs
  • Built with API’s & Connectivity tools that make it simple to manage clients
  • Regular Ground-Breaking software developments, updates & improvements
  • Automatic updates for all users included in the monthly cost
  • Future thinking, innovative & creative software development team
  • Unlimited document storage included at no extra charge

You can view or download our current brochure below for an overview of how Adviser Cloud can help your firm with administration tasks, client acquisition and client management.

Get in touch

You can book a free online demo or if you have further questions please email us for more information. You can also view further detailed information below about how Adviser Cloud’s IFA software for financial advisers can help streamline the advice process in your business:

Download our Brochure

Book a free online Demonstration

Call us on:
03330 144 490
for more information

Adviser Cloud IFA software - features

Main Software Features

Commissions Management

Commissions Management

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.

                                                                       Find out more

Company Reporting

Company Reporting

Adviser Cloud can help produce RMAR and other GABRIEL reports required by the FCA, Commission reports, Client facing review packs, Fact find reports and lead generation reports. Our IFA software for financial advisers can dramatically streamline the way you produce valuation reports.

                                                                       Find out more

Live Valuations

Live Valuations

Adviser Cloud has internally developed a very fluid, slick valuations system that responds to platform errors with retries and allows ‘one-click’ valuation requests, providing unparalleled power to produce valuation reports.

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Client Management

Client Management

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 that may potentially have common sense.

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Comprehensive Fact Find

Comprehensive Fact Find

Adviser Cloud boasts a 20 stage modular fact find, which can be customised the way you want it. 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, all from their home.

Task Management

Task Management

Adviser Cloud can help streamline the advice process, with automatic reminders, workflow, task management and time logging. 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.

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Document Management

Document Management

An important part of managing clients in the financial world is the excessive amount of documents and paper work, adviser cloud tries to tackle this with the following features:

Default folders
Allocate documents to clients and plans
Document viewer
Rename, move manage documents and folders
Search document contents

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Custom Workflows

Custom Workflows

Adviser Cloud Software has Custom Workflows to help you and your team work in a streamlined way – just a click away!

Reconciliation of E-Commissions

Reconciliation of E-Commissions

One of the most intuitive aspects of Adviser Cloud IFA Software is its inbuilt income and fee reconciliation system, often referred to as commission reconciliation. It enables advisers and their team to easily monitor and automatically reconcile fees, retainers and commissions. Saving valuable Time and Money for your financial advice business.

Our Platform

Our Platform

Adviser Cloud is a cloud hosted service, meaning that we remove all the requirements of you hosting your own server. Adviser Cloud has been built with APIs and connectivity tools, that make it a ground breaking business tool for managing clients and data in an era of SaaS and IaaS models.

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Responsive Design

Responsive Design

With our responsive technology, Adviser Cloud looks great on any PC, Mac, tablet, iPad and other devices. As a result the Financial Consultant can easily and simply visit clients away from the office using a Tablet or laptop. Read more on our cloud based ifa software