finPOWER Connect Cloud

Browser-based version of finPOWER Connect that runs on almost any device

finPOWER Connect Cloud is a browser-based version of finPOWER Connect that works in conjunction with the finPOWER Connect Web Services and can be run on almost any device, e.g., Mac PCs, iPhones, iPads, Android devices.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

finPOWER Connect Cloud Client
finPOWER Connect Cloud Client Mobile

Key Features

  • Access to finPOWER Connect data from any modern Web browser
    • For finance company staff and external agents
    • No need to install finPOWER Connect on user's PC or device
    • Optimised for both mobile and desktop
  • Quick searching of data
    • Clients, Accounts & Securities
  • 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
    • Maintain records, e.g.:
      • Update contact information
      • Suspend Accounts

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

Hosting finPOWER Connect Cloud

  • finPOWER Connect Cloud, Web Services and the corresponding SQL-Server database are hosted by the customer, thereby giving total data isolation and giving the customer ownership of their own data
  • Most administration of finPOWER Connect is performed within the desktop version of finPOWER Connect which therefore needs to be installed on at least one customer PC
  • See finPOWER Connect Web Services Requirements for more information on requirements