Let's get those Groups entered in!
Our Data Entry team uploads all client data into CloudAdvisors for our Advisors and Support members.
How to Upload Booklets into Dropbox:
Each firm is given a customized and secured Dropbox Link for uploading Benefit Booklets, Retirement Booklets, Financial Data, and Renewal Data into the system. When uploading booklets for data entry, it is best to "zip" the files together prior to uploading.
*If you do not have your custom Dropbox link, please contact firstname.lastname@example.org
The Additional Information Spreadsheet:
We also require the Additional Information Spreadsheet which provides us with Group information often not included in booklets. Please complete and upload this spreadsheet for every Group being entered into the system. (Spreadsheet is available for download at the bottom of this article).
The spreadsheet requests a client contact per group for secure document sharing. Once entered in, the client will receive a CloudAdvisors welcome email with a login to view reports you share directly with them. Sharing Reports with Client Contacts
How Long Does it Take?
The data is uploaded into CloudAdvisors as it is received, the queue for entry often varies from a couple week up to three months depending on the amount of data entry to be completed.
*If one of your groups is a rush, please contact email@example.com and I will have it entered in within five business days
Is it Safe?
At CloudAdvisors, client security is our number one priority. Our Confidentiality Statement is located in our Terms of Service:
Can I Upload or Update my Own Group?
Absolutely! From your login you will have full access to the data entry. Advisors and Support can create a group, upload benefit, retirement or financial data, or modify an existing group all in real time. This includes adding client contacts and creating prospect or "virgin" groups.
My Group has been Uploaded, now what?
Once the group has been uploaded into the system it will be ready for Benchmarking Reports, Plan Audit Reports, Plan Summary Reports, and more!
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Still have questions? We're available at firstname.lastname@example.org
*Download the Additional Information Spreadsheet here: