1.1 Welcome to the New Mclowd Marketplace…
The Mclowd Marketplace is a secure, innovative, user-friendly platform for buying and selling SMSF-related services and products.
Re-designed in January 2017, with a fresh new look and improved functionality, the Mclowd Marketplace aims to:
- Seamlessly connect trustee users with qualified service providers
- Provide SMSF practitioners and product providers with exposure to a growing army of self- directed investors
In this section you will find information about:
- Platform Integration
- The Mclowd Platform
- Accessing the Marketplace
- Marketplace Functions
- Logging in to the Marketplace
For a guide to using the Marketplace as a BUYER or SELLER, please refer to:
PART 2: THE BUYER’S PLATFORM and
PART 3: THE SELLER’S PLATFORM
1.2 To access the Marketplace:
Click the Marketplace Tab on the main Mclowd menu:
To use the Mclowd Marketplace, you need to be registered as a Mclowd platform user. You can Sign Up as a Mclowd platform user (either as an individual trustee/buyer or as a practitioner/service supplier) at https://www.mclowd.com/.
Click the dark green Sign up button at top right of the screen to sign up to the Mclowd platform.
1.3 Platform Integration:
Unlike the old implementation, the new Mclowd Marketplace is more tightly integrated into the SMSF administration software (which we refer to as ”the Platform”).
The key improvement is that there is no separate sign up process. Trustee users will automatically be treated as ‘buyers’, and users with a practitioner login will automatically be treated as a ‘seller’.
1.3.1 The Mclowd Platform
The Mclowd Platform delivers a user-friendly, conveniently cloud-based, secure, and feature rich, toolset to enable SMSF trustees and practitioners to:
- manage investment portfolios,
- produce accurate reports on demand, and
- manage taxation and legal compliance issues confidently
Track all your contributions, investments, income and expenses, commutations and pension payments, and easily report on various aspects of your self-managed super fund. At tax time, or when you need advice, clear and detailed reports give advisors all the data they need to deliver quality support services at the lowest possible cost.
Access to the core software is always free. And it’s always accessible, from any place, at any time (provided you have access to an internet-connected device.)
Choose a range of efficiency-boosting add-ons at minimal costs to suit individual needs.
For practitioners, it’s all about the value proposition. Better value management software means more efficient client servicing at lower price points, driving increased client referrals and faster profit growth.
By delivering core software free, and offering a choice of optional add-ons and packages at the lowest possible price point, Mclowd puts the profits back in your bank account. By delivering an easy-to-use, secure, richly featured solution, Mclowd drives major efficiency gains that boost both profits and client confidence.