finPOWER Connect Cloud
A browser-based version of finPOWER Connect that can be
accessed on most devices
finPOWER Connect Cloud has the ability to view records and perform other functionality via a URL.
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 most devices.
Features
Simple & Powerful
Access finPOWER Connect data from any modern Web Browser Internet Explorer 11+, Edge, Chrome, Firefox, Safari...
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 and Securities
Advanced Functionality
- Workflow processing
- Tasks View - Smart Lists
- Management Dashboard - Customisable
- Build-in Management Reporting
Customisable User Interface and Content
- Theme Colours
- Logo Images
- Menus
- Content - Summary Pages, HTML Widgets, Smart Lists
- Customised Management Reporting
Client and Accounts
- Clients, Account Applications, Securities and Workflows
- View full information as per the Desktop version of finPOWER Connect
- Including Credit Enquires, Bank Account Enquiries and other information
- Maintain records e.g. - update contact information, Suspend accounts
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.
NB: 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.
