As a firm admin, you manage your advisory firm's portfolio in Fortis Pulse — the clients you sponsor, the partners on your team, your firm's framework library, and your firm's billing. Your workspace is separate from the platform admin console and scoped entirely to your firm. This guide orients you to what you can do.
💡 Tip — Who can use this For firm admins. Sign in and you'll land on your firm portal.
Quick reference
| Area | What you manage |
|---|---|
| Portfolio | Your firm's clients |
| Partners & Team | Your firm's members |
| Framework Library | Your firm's scoring frameworks |
| Audit Log | A record of firm actions |
Your firm portal
When you sign in as a firm admin, you land on your firm portal rather than the client or partner dashboard. Your navigation includes:
- Portfolio — the clients your firm sponsors, with their status and tier.
- Clients — create and manage firm-sponsored client accounts.
- Partners — the advisory partners in your firm.
- Team — your firm's internal members.
- Framework Library — your firm's custom scoring frameworks.
- Audit Log — a record of actions taken under your firm.
📝 Note — You're scoped to your firm Everything you see and can do is limited to your firm. You can't access other firms' data or the platform-wide admin console — that's a separate role. Your actions are logged to your firm's audit trail.
💡 Tip — Clients you create are firm-sponsored When you create a client from your firm portal, that client is automatically sponsored by your firm — their billing is managed by you, not by the client directly. See the firm-sponsored billing guide for what that means.