Whats new in 2.14 released 24 Aug 2017

We are pleased to announce that a new version of software was released today.

This release is focused on providing the framework on which we can support you in your responsibilities to your clients and in particular factoring in the responsibilities that you will have under MIFID II and the GDPR.

We have outlined the major improvement and features below.


Fund Analysis powered by Morning Star

Research funds and build investment portfolios with Adviser Cloud

Key features include:

  • Search funds and add them to client portfolios
  • Access to fund documentation and details
  • View fund information, asset allocation, performance against bench marks via live fact sheets
  • Asset and Value Allocation charts of your fund portfolio

To view further information click here.


Improved Product Screens with Money In and Money Out

Manage your client’s pensions and investments with Adviser Cloud

Key features include:

  • A simpler way to view performance - Money In, Money Out, Latest Value and Growth


For further information of the new product screens click here


Client facing fact find and client portal

The new, Client Portal (PP) gives you and your clients an invaluable tool on which to view and provide financial information.

Key features include:

  • Included within the cloud monthly subscription – no extra charges
  • Available for your clients 24/7 on a desktop, laptop, tablet and mobile phone
  • Share documents with clients
  • Allow clients to perform an online fact find
  • Allow clients to see the information you hold on them

For further information click here.

Please note this is a beta release and as such we are open to suggestions of how to improve this.  In preparation for the GDPR we will be enabling two way secure communications and document sharing.


Financial Planning powered by Cash Calc

We have integrated our data with Cash Calc allowing seamless passing of client data to financial plans.

Key features include:

  • Single click to financial planning tools
  • Share keyed information between systems

For further information click here.


Improved Business Checklist

This is the initial groundwork for enabling further streamlining of your workflow.  Initially a configurable checklist that ensure consistency and compliance we will be extending this to enable further automation within your business.

Key features include:

  • Manage a list of key activity for new client and recommendation processes.
  • Attach existing and new documents
  • Manage your own compliance items
  • Pre-set compliance items.

For further information click here


New and Improved MI and Client reports

We have listened to your feedback, and we have improved the design of our reports, and added some new MI, Client and Policy reports to our system.

New reports include: 

 If you would like to see any other reports please let us know.


A managed database of provider information

 A unique offering to Adviser Cloud is our new managed database of over 350 financial providers.

Key features include:

  • A new suite of administration letters
  • Integrate our provider contact database with Outlook.
  • Add your own contacts and share them with colleagues.
  • Write a letter to any provider.

For further information click here.


Improved document management

We listened to your feedback and have fixed a few issues raised on the service desk and also added some new features that were requested.

Key features include:

  • Exposed the configurability of Adviser Cloud with Document Settings
  • Manage your own default folders, or use our default ones powered by Paradigm
  • Change the sort order of documents and folders
  • Turn partner folders on or off

For further information click here.


Improved portal navigation

We have tried to improve the overall user experience on Adviser Cloud.

Key features include:

  • A new "cloud menu" in the top right of Adviser Cloud
  • Existing products added to client "product button"
  • Advisers now have access to reports section
  • Improved security to certain modules
  • Updated the dashboard graphs widget
  • Added "tel" links to phone numbers
  • Improved the change password functionality


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