Every AdviserCloud Client Record - Backed by Complete Evidence.
All In One Defensible File.
Link AdviserCloud with Workiro so every client file is structured, traceable and defensible - ready for review, audit or regulatory scrutiny at any time.
Every Adviser Cloud Client - A Complete, FCA-Ready Advice File From Day One.
Complete advice file built automatically: Suitability letters, fact finds, correspondence and approvals - all filed against the correct AdviserCloud client.
Full visibility across every client interaction: Instantly see what's been sent, signed and is still outstanding.
Compliance evidence always ready: Every version, decision and sign-off recorded and retrievable fast.
Less admin for your teams: Everyone keeps working in Adviser Cloud as normal - Workiro quietly builds the complete file in the background.
Adviser Cloud Without Workiro
AdviserCloud holds the client data - suitability evidence is scattered.
• Suitability documents stored across drives and inboxes
• Client communications lost in private inboxes
• Signed agreements difficult to locate at speed
• Compliance evidence rebuilt manually when regulators ask
Adviser Cloud After Workiro
Workiro organises the evidence.
• Every suitability document, email and signature filed against the correct AdviserCloud client
• Complete advice history accessible instantly - no hunting across systems
• Built-in eSign with full audit certificate - every sign-off provable
• FCA-ready evidence that builds itself - from day one
See the difference
Your Advice File Is Your Defence. Make Sure It's Complete.
AdviserCloud clients sync into Workiro automatically: no manual setup
One click opens the full client file from AdviserCloud
Every document, email and signature stored against the client record
Every Suitability Document - Stored, Signed and Traceable
Suitability reports filed automatically against the correct client
Client communications captured alongside documents - full interaction history
Signatures and approvals tracked within the client file
Nothing stored in personal inboxes - firm-wide visibility, always
Ready for FCA Review. Without the Last-Minute Scramble.
Every advice interaction recorded - nothing lost in email or or buried in private folders
Supporting evidence linked directly to the client record
Consistent file structure across every adviser in the firm
Pull any client file instantly - complete, ordered, defensible
Adviser Cloud integration demo
Every Approval Captured. Every Advice File Complete.
Fact finds, suitability reports and research stay connected
Compliance reviews happen in context - all supporting documents visible in one place
Internal approvals tracked, timestamped & filed against the client
Client communication attached to advice documents
Advisers spend less time searching for evidence
Speedy Client Sign-Off. Proof of Approval Stored Automatically.
Secure advice documents shared instantly - via a branded, no-password link
Client comments and feedback captured - stored against the advice record
Built-in eSignature - clients approve without creating accounts or logins
Signed agreements filed automatically - timestamped and stored against the client
Full version history kept - every draft and approval traceable
When the FCA Calls, Your File Is Already Ready.
Client objectives and fact finds filed automatically
Research, analysis and suitability reports stored in context
Every piece of advice documented - with full communication trail attached
Client approvals timestamped, traceable, and defensible
Full audit pack retrievable in minutes
Adviser Cloud integration demo
Keep Every Client File Defensible — Without Slowing Down.
Book a demo
