Investors
Investors are they object that are getting the advice. There are two types of investors:
- Person investors
- Company investors
They have separate client card
The investors are the object of the investment process. The purpose is to document information about the investor in a flow, creating a session and documenting it in a PDF.
Each investor can have multiple sessions.
The investors are owned by an advisor.
Possible to post accounts on the investor.
What are investors?
Investors are the clients receiving investment advice or order in the platform. An investor represents either an individual person or a company seeking financial guidance.
Two types of investors:
- Person investors - Individual clients
- Company investors - Corporate or institutional clients
Each investor type has its own client card with relevant information fields.
Why investors matter
Investors are at the center of the advisory process. All your work in the platform—from risk profiling through portfolio construction to proposal generation—is connected to an investor record.
Key things to know
Investor ownership
Each investor is owned by an advisor, ensuring clear responsibility and access control.
Multiple sessions per investor
One investor can have multiple advisory sessions over time. This allows you to:
- Track the evolution of a client
- Return to previous recommendations
- Document ongoing advice and portfolio changes
- Maintain a complete advisory history
Account integration
Investors can have accounts associated with their profile. When account data is synchronized to the platform, you can see existing holdings and use Portfolio Actions for rebalancing.
Documentation flow
The typical process with an investor:
- Create or select the investor record
- Conduct the advisory flow, capturing information in a session
- Generate proposals and PDF documentation
Related resources:
Configuring the client information in the Admin Application
Posting accounts on clients
Creating a client
Integrating client information
Intregrating accounts
Updated on: 30/09/2025
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