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
  • Customization
  • Integration
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.