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How to Videos
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Benefit Financials
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Login to CloudAdvisors Portal
How to log in to the CloudAdvisors Portal (for paid users only)
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Entering a Group and Contact
Find out how to create and edit Groups and Contacts.
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Benchmarking FAQ
How to Generate a Benchmarking Report & Sample Reports for clients
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Benefit Details
How to Add & Edit the Benefit Plan, Benefit Summary & Life Insurance, AD&D information & much more
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Benefit Financial Reports
Attached are a few Benefit Financial Reports for different regions & group sizes.
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Get Ready for Governance Report!
How to enter Governance Information for the Group and edit it
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Service & Support Packages
Learn about our Onboarding + Service & Support Packages
Promoted articles
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- How do I log into Cloudadvisors.ca?
- How do I create a New Group?
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- How to create a Governance listing for my group?
- Standard, Enhanced & Premium Support Packages