To Create a new product within Adviser Cloud:
Go to the People Tab within the main menu.
Choose person you'd like to create a new product for - type in name and click search or use search all
The selected persons screen will be shown.
Click the blue products tab and then click required product you wish to create.
One of the following screens will be displayed.
Complete relevant details and then click green Save button.
New Assurance Screen
New Pension Screen
New Equity Release Screen
New Investment Screen
New Mortgage Screen
New Retirement Screen
In addition you can add one of the following new products
Sample screen shown below.