Adviser Cloud Assistant

Adviser Cloud Limited

Save emails against clients. Add new clients, View existing client information.

A supportive Add In which allows Adviser Cloud users to manage contact with their clients.

Features include:

  • Save emails to the Adviser Cloud Contact Log.
  • View clients details.

  • Add clients to the Adviser Cloud CRM.

This Add In is dependant on having an Adviser Cloud Account, if you don't have an account, you can book a demo or learn more about our services here:

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance