Intro and Basic Retirement Reports are now available for Firms who have shared pension and retirement booklets for data entry. If you do not have access to these reports, please contact firstname.lastname@example.org
Step 1: Log into the platform through https://login.cloudadvisors.ca
(Article: how to log into Cloudadvisors.ca?)
Enter into the system through any of the following buttons:
Step 2: Enter your client name in the "Group" search tab in the top bar
Note - Type four letters/spaces to generate the dropdown list - for example, if the group name is "Dunder Mifflin," type "Dund" and the group name will generate in the dropdown list to be selected.
If the client group is not on the platform yet, you may need to create one.
Step 3: Click on "Build Reports" on the left side Navigation Bar
Click "Retirement Review" and select the Retirement Report you would like to generate:
Intro Report: A one-page summary created for prospecting clients, or a quick overview of a client's current retirement plan.
Basic Plan Report: A more in depth report with over thirty comparison fields, designed as a follow up engagement with prospects and clients.
Step 4: Select the classes to include in the report and click "Proceed to Next Step"
Note - If all classes are selected, the summary will generate off the highest level of coverage.
Select the Industries, Regions, and Sizes to use as the comparison group for your client or prospect and click "Generate Benchmarking Report".
Note - As this data is new, we suggest selecting a larger comparison to ensure there is sufficient data to generate the report.
Step 5: Once the report successfully loads, click "Save Report" to save it to your Manage Reports section.
If you require changes to the report, click "Build Reports" and return to the previous screen.
Step 6: Once saved your report will be available in Manage Reports to preview, download, or share directly to your client contacts through the platform.
For further questions, please contact our team! email@example.com