Create a new Product

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
function:

The selected persons screen will be shown.

Click the blue products tab and then click required product you wish to create.

people_mgt_prods_create_new_prod.PNG

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

people_mgt_prods_new_prod_list.PNG

Sample screen shown below.

people_mgt_prods_new_investment_screen.PNG

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