Sessions

What are sessions?

Sessions are where all your advisory work with a client is stored. When you work with an investor using a flow, all the information you capture—client details, risk profile, goals, portfolios, and decisions—is saved in a session.

Think of a session as a complete record of an advisory engagement with a specific client at a specific point in time.

Why sessions matter

Sessions provide:

• Complete documentation - Everything from one advisory engagement in one place
• Compliance trail - All captured information available for audit and review
• Reusability - Return to previous sessions to review or update recommendations. Also possibility to copy an old session if you want to reuse it.
• System integration - Session data can be accessed by your other systems

How sessions work with flows

Flows capture information → Sessions store information

When you work through a flow with a client, each piece of information you enter is stored in the session. The flow provides the structure and guides you through the process, while the session holds all the actual data.

Learn more: Flows - Understanding the advisory workflows

Session status

Sessions have internal statuses that track their lifecycle:

Open

Active sessions you're currently working on or can still modify.

Closed

Completed sessions that are finalized and archived.

External session statuses

If your organization integrates Quantfolio with other systems, you can post external status information to track where sessions are in your broader workflow (e.g., "Pending compliance review," "Awaiting client signature," "Executed").

These custom statuses are stored as text strings and help you monitor sessions across your entire process.

Session structure

Sessions organize information in two layers:

Session-level information

Global information that applies to the entire advisory engagement:

• Investor details
• Risk profile
• Overall investment approach
• Session metadata (dates, status, advisor)

Goal-level information

Specific details for each investment goal within the session:

• Goal definition and purpose
• Time horizon and risk score
• Portfolio allocation
• Saving plan
• Investment products

This structure allows one session to contain multiple goals, each with its own portfolio and characteristics.

Example: A client has three goals in one session—retirement savings, education funding, and short-term cash management—each with different portfolios.

Using session data

Generating PDFs

Session data is automatically used to produce client-facing proposal documents. All captured information flows into professional, compliant PDFs ready for client presentation.

Learn more: ${color}[#000000](Proposals and PDFs

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System integration

Session data can be accessed via API, allowing you to:

• Pull information into your CRM or reporting systems
• Trigger workflows in order management systems
• Integrate with compliance or data warehousing platforms
• Build custom dashboards or analytics

Key things to know

Multiple sessions per investor

Each investor can have multiple sessions over time, creating a complete advisory history.

One flow per session

Each session uses one flow, chosen when you create the session based on what you're trying to accomplish.

Sessions preserve history

Previous sessions remain accessible even after creating new ones, allowing you to track how recommendations evolve.

Data accessibility

Session data can be integrated with your internal systems for reporting, compliance, or workflow automation.

Related resources

• Flows - The workflows that capture session information
• Investors - The clients your sessions are created for
• Proposals and PDFs - Documents generated from session data
• API Documentation - Integrating session data with your systems (if applicable)

Need help? Contact support

Updated on: 30/09/2025