Pricing

Choose the plan that’s right for your and get your business #PoweredByCloudAdvisors today.

Prospector

For Starters

$ 9
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates

Essential

For Single Advisors

$ 99
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates

Professional

For Advisory Firms

$ 499
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates
POPULAR

Enterprise/MGA

For Large Teams and MGAs

Inquire
with our sales team
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates
Prospector Essential Professional Enterprise / MGA
PRICING $9 per month / advisor $99 per month / user $499 month / advisor Contact us for pricing
$20 per month / support $20 per month / support
GROUP CRM Prospector Essential Professional Enterprise / MGA
Groups
Contacts
Prospect Scorecard
Governance Checklist
Benefit Plan Files
Retirement Plan Files
Custom Client Checklists
Solution Library Prospector Essential Professional Enterprise / MGA
Solution Search Engine
Add Exclusive Solutions
Client Portals Prospector Essential Professional Enterprise / MGA
Unlimited Groups
White-Labelled
Custom URL & Landing Page
Report Generator Prospector Essential Professional Enterprise / MGA
Prospect Scorecard
Claims Report Templates
Renewal Report Template
Governance Report Template
Meeting Notes Template
White-Labelled
Custom Templates
On-Demand Benchmarking Prospector Essential Professional Enterprise / MGA
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Templates
Powerful Analytics Prospector Essential Professional Enterprise / MGA
C.A.L.E.B. Insights
Plan Audit Report
Custom Insights
Custom Plan Audit Report
Support Prospector Essential Professional Enterprise / MGA
Answer Bot
Knowledge Library
Community
Technical Support Email Email Email Priority - Email/Phone
Customer Partner Support Email Email Email Priority - Email/Phone
Onboarding Support N/A $20 per group Included/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.

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