During our technology upgrade we have worked closely with Adviser Cloud to make sure your electronic valuations and electronic commission and fee reconciliation continue to work as usual.
We have also made improvements so you will now be able to access bulk valuations for all of your clients on a daily basis. These can be imported directly into Adviser Cloud.
Updating your software
Together with Adviser Cloud we have ensured that all the required updates have been taken care of so you can relax without any interruptions.
Updating your username and password
We have supplied Adviser Cloud directly with all the details they need to set up your valuations so there is no need for you to update your username and password.
Updating your account numbers
As part of our technology platform upgrade we have issued new account numbers for all existing accounts. We have already communicated the new account numbers to Adviser Cloud so they can make the updates on your behalf.
For clients that currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
Adviser Cloud will automatically create the new accounts in Adviser Cloud if they do not already exist.
Changes to how you request valuations in Adviser Cloud
Adviser Cloud will continue to import valuations on an uninterrupted nightly basis, ensuring all valuations are available. No actions are required.
If you have any questions or need any help please contact Adviser Cloud Support using the following details:
T: 0333 014 4490