Each Solution has the option of being managed as an open or exclusive solution. By default, all new solutions will be created as open solutions unless made exclusive by selecting by the toggle.
Open Solution - an open solution means the solution is open to all licensed advisors and correspondingly will be accessible by all advisor and support staff users on CloudAdvisors platforms.
Exclusive Solution - a exclusive solution is a restricted solution that should only be accessible to select advisors. Solutions can be created and set as Exclusive which means they will not be allocated to the solution library until express direction has been provided by the provider to CloudAdvisors as to which firms should be granted access.
Examples of Exclusive Solutions
- Exclusive or Proprietary Solutions available to only one or more advisory firms
- Preferred Pricing
- White Label Solutions with Advisory Firm Brand Names that should be Exclusive to those Firms