Providers Section Overview

 

The providers section is a brand new section of Adviser Cloud that allows you to search for over 400 providers within our system and view their address and contact details. As well as this, the new provider section allows you to add your own address details to a provider that will only be visible to users on your portal.

 

The key features of the Providers section are as follows:

1. Viewing and searching for providers

2. Viewing Recent Providers

3. Adding new address details

4. Editing address details

5. Deleting address details

6. Downloading provider details as an outlook contact

7. Reporting Incorrect address details

8. Requesting a new provider

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