Product Guide

What is Acumen 365?

Acumen 365 is the cloud version of our widely used and highly respected Trust administration systems for the TCSP sector. It is hosted in Azure alongside Office 365 and SharePoint in your region of choice.

What are the benefits?

Flexability and scalability allow you to control your implementation.

  • Cloud
    • Acumen 365 supports clients wanting to put their systems in the cloud.
  • Management
    • Acumen 365 sits on Azure SQL Server, a SaaS solution automatically managed by Microsoft.
  • Scalability
    • The Acumen 365 platform sits in the cloud to scale with your business without the need to invest in additional hardware or server upgrades.
  • Improved Access
    • Acumen 365 users directly access the system from their desktops anywhere at any time without the need for additional remoting software.
  • User Experience
    • The user interface and experience are unchanged.
  • No Migration
    • The underlying database in Acumen 365 has remained unchanged from the standard version. We simply take your existing database and move it to Azure, there is no migration.
  • SharePoint
    • Acumen 365 supports SharePoint integration as standard.
  • Reporting and Workflow
    • Acumen 365 allows your business to benefit from Microsoft Power Platform suite (Power BI, Power Apps, Power Automate) for reporting and Workflow automation. Giving clients full control over their custom reports.
  • Single sign-on
    • Users sign into Acumen 365 using their Office 365 credentials simplifying user administration.

What has changed?

From a user perspective very little, but under the hood there are some significant changes.

  • Acumen 365 communicated to the underlying database using a new secure Web Service. This layer allows the Acumen desktop application to securely access the database from anywhere in the world.
  • Users log in using their normal Microsoft Office credentials, in common with Office 365.
  • Support for SharePoint document storage.

Does Acumen 365 use a browser interface?

No, Acumen 365 uses the same feature-rich desktop interface as standard Acumen. In the future we do intend to have a browser version of Acumen 365 to support users on any device.

What about security?

Azure is acknowledged as being a highly secure platform and widely trusted by the business community.

Where is the data?

The data will be in Azure SQL Server alongside Exchange, SharePoint and your other Office applications. Azure SQL is a SaaS solution fully managed by Microsoft, you will benefit from:

  • Fully managed database engine automates updates, provisioning, and backups.

  • Flexible and responsive, serverless hyperscale storage rapidly adapts to your changing requirements.

  • Layers of protection, built-in controls, and intelligent threat detection helps keep your data secure.

  • Built-in AI and high availability maintain peak performance and durability with an SLA of up to 99.995 percent. Availability and failover options are configurable within Azure. We will work with your IT team to determine the options that are most appropriate to you.


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