How to Videos
Login to CloudAdvisors Portal
How to log in to the CloudAdvisors Portal (for paid users only)
Entering a Group and Contact
Find out how to create and edit Groups and Contacts.
How to Generate a Benchmarking Report & Sample Reports for clients
How to Add & Edit the Benefit Plan, Benefit Summary & Life Insurance, AD&D information & much more
Benefit Financial Reports
Attached are a few Benefit Financial Reports for different regions & group sizes.
Get Ready for Governance Report!
How to enter Governance Information for the Group and edit it
Service & Support Packages
Learn about our Onboarding + Service & Support Packages
- How to Search in Solution Library (2:16)
- How to Add a New Group (2:31)
- How do I log into Cloudadvisors.ca?
- How do I create a New Group?
- Start to Finish: How to upload a Group Benefit Plan to Cloudadvisors.ca?
- How to create a Governance listing for my group?
- Standard, Enhanced & Premium Support Packages