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  1. CloudAdvisors Support
  2. Getting Started

Getting Started

For Advisors

Solution Marketplace

  • Functionality of a Solution Page

Login to CloudAdvisors Portal

  • Log into CloudAdvisors.ca

Setting Up Contacts and Groups

  • How to Terminate (Delete) a Client Plan
  • My advisor shared a report, shared an event, or shared a solution with me, how do I access it?
  • Edit the Created Group
  • Add or Update the Advisor and Support Person
  • Add a New Client or Prospect for Plan Evaluation, Benchmarking and Quotes
  • Uploading Client Booklets and Prospects
See all 8 articles

Member Data (Employee Data/Census Data)

  • French Intro Report
  • Data Collected in the Member Spreadsheet (Census)
  • How to Upload Member Data

Employer Web Portal (CloudBenefits)

  • Create an Employer Portal (1:57)
  • Sharing on the Employer Portal (2:33)

Service & Support Packages

  • Standard, Enhanced & Premium Support Packages
  • Professional Services
CloudAdvisors Support