Pricing Information

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 always be on the cutting edge, without the need to upgrade

Software Pricing – £150.00 +vat per month for the 1st user

Our Software is ideal for firms that want to slipstream their back-office processes. 

Adviser Cloud Software Pricing

Adviser Cloud features

Enjoy all the great features of Adviser Cloud including client and commission management, valuations, task management, document management, reporting plus regular updates along with automatic commissions, 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.

Let our experienced software advisers guide you through an interactive, tailored journey of adviser cloud with a free online Demonstration;

 Request a free online Demonstration

 

Additional users – charged at only £30.00 +vat each

Expanding your team? Add additional advisers and administrators for just £30.00 per month.

Data Imports – Free of charge*

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.

Software Support – Adviser Cloud Academy

Once your new Adviser Cloud Portal has been set up you can access our Adviser Academy Support Desk which has many help guides, useful tips and detailed articles on how to use Adviser Cloud software in an efficient & effective way!

Further Information

For Further information regarding using our software please contact us or alternatively you can view our current brochure below:

Adviser Cloud Brochure – Download