Adviser Cloud Word Assistant

Adviser Cloud Limited

Generate Word Templates, populate templates with client details, Save back to the Adviser Cloud CRM.

A supportive Add In which allows Adviser Cloud users to generate word templates to improve interaction with their clients.

Features include:

  • Generate and Load Word Templates
  • Populate templates with client data

  • Save documents back 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:

Funzionalità del componente aggiuntivo
Se usato, questo componente aggiuntivo:
  • Può leggere e apportare modifiche nel documento
  • Può inviare dati tramite Internet
  • Riepilogo