Most Solutions that you'll find in the solution library are "Open" solutions meaning that any users, advisor, support staff from any advisory firm office can see the same material and descriptions.
If there are exclusive, proprietary, custom, preferred pricing or white-labeled solutions that exist between any advisor and a provider CloudAdvisors can also add a restricted solution and allocate that to only one or more advisory firms and its users.
Restricted solutions can be in addition to an open solution or swapped out for an enhanced offer through that advisory firm. Restricted solutions will only be visible and accessible to the provider and the approved advisory firms which can be modified at any time.
Using restricted solutions, CloudAdvisors can support preferred partner relationships and special agreements that are confidential but nevertheless need to be accessible to approved parties.
If you have exclusive offerings that you'd like to promote with your partners please contact firstname.lastname@example.org to arrange set up
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