Pricing
Choose the plan that’s right for your and get your business #PoweredByCloudAdvisors today.
Professional
For Advisory Firms
$ 499
Monthly
- Group CRM
- Solution Marketplace
- Employer Portals
- CALEB Advice Assistant
- Plan Insights Report
- On-Demand Benchmarking
- White Labelling
- Onboarding Included
CustomizationIntegration
POPULAR
Enterprise/MGA
For Large Teams and MGAs
Inquire
with our sales team
- Group CRM
- Solution Marketplace
- Employer Portals
- CALEB Advice Assistant
- Plan Insights Report
- On-Demand Benchmarking
- White Labelling
- Priority Onboarding
- Customization
- Integration
| Professional | Enterprise / MGA | |
|---|---|---|
| PRICING | $499 month / advisor | Contact us for pricing |
| GROUP CRM | Professional | Enterprise / MGA |
| Groups and Contacts | ||
| Event and Task Timeline | ||
| Governance Checklist | ||
| Benefit Plan Files | ||
| Retirement Plan Files | ||
| SOLUTION MARKETPLACE | Professional | Enterprise / MGA |
| Keyword Search Engine | ||
| Quoting Engine | ||
| Exclusive Listings | Professional Plus | |
| SECURE EMPLOYER PORTAL | Professional | Enterprise / MGA |
| Unlimited User Invites | ||
| Shared Timeline | ||
| Shared Reports | ||
| Shared Solutions | ||
| Shared Quotes | ||
| Employer Secure Upload | ||
| Brand White Labelling | ||
| Custom URL / Landing Page | Professional Plus | |
| CALEB ADVICE ASSISTANT | Professional | Enterprise / MGA |
| Plan Insights Report | ||
| Custom Plan Audit Report | ||
| Plan Insights Report | ||
| Custom Insights | Professional Plus | |
| On-Demand Benchmarking | Professional | Enterprise / MGA |
| Intro Benchmarking | ||
| Basic Comparison | ||
| Basic Ranking | ||
| Basic Financials | ||
| Benefits Comprehensive | ||
| Retirement Basic | ||
| Custom Templates | Professional Plus | |
| Automated Reports | Professional | Enterprise / MGA |
| Meeting Notes Template | ||
| Governance Report Template | ||
| Claims Report Templates | ||
| Renewal Report Template | ||
| Brand White Labelling | ||
| Custom Templates | ||
| Support | Professional | Enterprise / MGA |
| Data Onboarding – Plans & Rates | Included | Priority |
| Answer Bot | ||
| Knowledge Base Library | ||
| Community | ||
| Technical Support | Enhanced ($$) | Premium ($$$) |
| Advisor Partner Support | Enhanced ($$) | Premium ($$$) |
FAQ
Most frequently asked questions and answers!
The CloudAdvisors agreement clearly maintains that the advisor’s client information is confidential and owned by the advisor as our customer.
CloudAdvisors uses leading cloud service providers to maintain data sovereignty in Canada and to fully encrypt all data stored in the cloud.
