Training
Contacts
Sales Training
C.A.L.E.B. Insights and the Plan Audit
How to Videos
- Video: How to Generate a Benchmarking Report (1:41)
- Video: How to Search in Solution Library (1:31)
- How to use the Timeline Events, Tasks and Manage Private vs Share View (3:38)
- How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)
- How to Use Notifications and the Inbox Alerts (1:48)
- How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)
Benefit Financials
Login to CloudAdvisors Portal
Entering a Group and Contact
- How do I create a New Group?
- Adding a Client Contact for File Sharing
- How to add/change the Advisor name and Support Person name
- How to edit the created Group?
- How do I see all my client groups on the platform?
- How to create new Contact(s) for your client?
Benchmarking FAQ
- Intro Benchmarking Report
- How do I edit comments or notes in a report?
- Benchmarking with Multiple Classes
- Sharing Benchmark Reports with Client Contacts
- What do the Industries mean in Primary Industry?
- In the Basic Ranking Report what does it mean when two or three values are the same?
Benefit Details
- Start to Finish: How to Upload a Group Benefit Plan into Cloudadvisors.ca
- How to Add or Modify Secondary Industry
- How to Terminate (Delete) a Client Plan
- How to create a new Benefit Plan?
- How to enter a new Flex Plan?
- How to edit the Benefit Plan for a group?
Benefit Financial Reports
- Benchmarking Benefits Financial - Alberta
- Benchmarking Benefits Financial - Ontario
- Benchmarking Benefits Financial - British Columbia
- Benchmarking Benefits Financial - National
- Benchmarking Benefits Financial - Saskatchewan
- Benchmarking Benefits Financial - Manitoba
Retirement Plan Details
- Start to Finish: How to upload a Group Retirement Plan to Cloudadvisors.ca?
- How to create a new Retirement Plan?
- How to edit the Retirement Plan for a group?
- How to create a new Retirement Summary?
- How to edit Retirement Summary?
- How to enter RRSP details?