Deliver the ultimate client experience

CloudAdvisors is an all in one digital consulting tool every advisor needs. Designed to scale your business, deliver better value to clients, and convert more leads than ever. 

Advisor Partner

For Advisory Firms

$ 10,000 *Starting at

Gain access for you and your team to CloudAdvisors for a designated block of clients.

Advisor Partner +

For Advisory Firms

$ 20,000 *Starting at

Unlock the full potential of the CloudAdvisors platform across all clients and prospects.


For MGAs

$ Inquire

Explore custom options for managing, scaling, and automating multiple advisory firms.

General Professional Professional Plus Enterprise
Advisor License
Support Staff License
Group Onboarding Data
Notifications, Alerts, Emails
Weekly Rundown Summary
Advisor Digital Platform Professional Professional Plus Enterprise
Groups and Contacts
Event and Task Timeline
Governance Checklist
Benefit Plan Files
Benefit Claim Files
Benefit Financial Files
Retirement Plan Files
Provider Contact Files
Select Carrier Integration
Solution Marketplace Professional Professional Plus Enterprise
Keyword Search Engine
Instant Quotes
Exclusive Solutions
Exclusive Rates
Employer Portal Professional Professional Plus Enterprise
Unlimited Contact Invites
Shared Timeline
Shared Reports
Shared Solutions
Shared Quotes
Employer Secure Upload
Advisory Firm White Labelling
Priority Insights and Solutions
Preferred Insights
CALEB AI Professional Professional Plus Enterprise
Daily Plan Insight by Group
Priority Insight Reports
Custom Plan Audit Report
Solution Match
BAR Score
Preferred Solution Match
Custom Plan Insights
Benchmarking Professional Professional Plus Enterprise
Intro Benchmarking
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Report Templates
Custom Comparison Groups
Automated Reports Professional Professional Plus Enterprise
Meeting Notes Template
Governance Report Template
Claims Report Template
Renewal Report Template
Brand White Labelling
Custom Templates
Automated Digital Delivery
Support Professional Professional Plus Enterprise
On Demand Virtual Training
Help Answer Bot
Knowledge Base Library
Community Content
Technical Support
Advisor Partner Support
Enhanced Available
Premium Available
Automated Digital Delivery
Premium Available

“We use CloudAdvisors software to compare and analyze employee benefit plans. The platform helps us build custom insights with each benefit plan we’re reviewing. Having access to this data provides insights to both me and my clients, that help us to develop the most effective benefits package to meet their unique needs.”

John Ohorndnyk
Senior Account Executive
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Join The Future Of Advising

Join the leaders in employee benefits benchmarking to start delivering more value to clients. Close more leads, and manage clients easier with Canada’s Employee Benefits Marketplace.