Getting Started Guide

   

 

 This getting started guide shows you how to begin to navigate around Adviser Cloud Software.

Login

Go to your unique personal adviser cloud web link. Enter Pin, Username and Password then click Blue SignIn button. (All the details will have been emailed to you when you joined Adviser Cloud)

 

The Dashboard

You can customise your dash board with interchangeable widgets which provide you with brief summaries.

Click the cog to choose your layout and which information you wish to show.

 

 

Choose from the list shown below which widgets you wish to show.

Below is an example of a Configured Dashboard.

Navigation

Along the bottom of the screen are the sections within Adviser Cloud, the support button and the Logout button.

 

Many Functions and Actions can be found within each of the Sections.

 

Fact Find

 

Companies

 

People

 

Tasks

 

Reports

 

Accounts

 

Settings

 

 

Software Support and Help

Help and Support with Adviser Cloud can be accessed by clicking the Blue Support Button which is found at the bottom right of your screen to access Live Chat with a member of the support team

This pop up will appear and you can search for help guides or start a live chat with a member of the support Team.

 

 

For example - search Commission:

 

 

You can use the Live Chat pop-up as shown below.

 

 

 

Alternatively visit our client support desk direct - powered by Zen Desk.

https://advisercloudsupport.zendesk.com/

 

 

To search for required help articles, simply type in a word or phrase as shown below.

 

 

Example of an article within the support desk.

 

 

Help & Information can also be found within Adviser Cloud Sections.

 

Simply Click the  ?  button as shown below for help.

 

   

 

 

 

 

 

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