How do I create a new FAR for an advisee?

Financial Analysis Report / FAR / Advisee

The core component of Finport Pulse is the Financial Analysis Report (FAR), of which you will create them for your clients (aka Advisees). Here’s how you can create a portfolio for your Advisees, along with their FAR.

Follow the steps below:

  1. Click on the 2nd icon on the most Left menu, with the title of Advisees.
    Select Advisee Icon on Menu at the most left
  2. This will lead you to the page with the list of all your existing Advisees https://www.finportpulse.com/advisees
    Advisee Page with List of advisees
  3. Click on Add new advisee on the top right.
    Add new Advisee
  4. Follow the simple 3 steps process by filling in the necessary information.
    New Advisee Step 1New Advisee Step 2
  5.  And finally, click Save and Generate Report.
    New Advisee Step 3 - Click save and generate report