finPOWER Connect Cloud

Key features include

• Access to finPOWER Connect data from any modern Web browser
• For Finance Company staff and external Agents
• No need to install finPOWER Connect
• Optimised for both Mobile and Desktop
• Quick searching of data
• Clients, Accounts, Securities etc
• Clients, Accounts, Account Applications, Securities and Workflows
• View full information as per the Desktop version of finPOWER Connect
• Including Credit Enquiries, Bank Account Enquiries and other information
• Add Logs
• Send Emails
• Send SMS messages
• Publish Documents
• Including creating an Account Settlement Summary

More advanced functionality

• Workflow processing
• Tasks View
• Smart Lists
• Management Dashboard
• Built-in Management Reporting
• Customisable

Customisable User Interface and Content

• Theme Colours
• Logo Images
• Menus
• Content
• Summary Pages
• HTML Widgets
• Smart Lists
• Customised Management Reporting

Customisable Security

• Via finPOWER Connect Permissions Keys
• Simplified finPOWER Connect Cloud settings
• E.g., restrict Dealers or Brokers from viewing certain menu items

Online Demonstration

Our online demonstration is available at:

http://demo.intersoft.co.nz/finPOWERConnectCloud3/

finPOWER Connect Cloud has the ability to view records and perform other functionality via a URL:

• View Client C10000, Amelia Sample
• View Client C10000 and corresponding Account L10000 side-by-side
• View the Help, About form
• Show Credit Enquiry for Client C10000
• Show example Management Dashboard

Hosting finPOWER Connect Cloud

finPOWER Connect Web Services and finPOWER Connect Cloud must be hosted by the User.

See finPOWER Connect Web Services Requirements for more information on requirements.