Your firm has capacity limits — the maximum number of clients, partners, team members, and frameworks it can hold. These limits prevent accidental over-allocation and keep your firm's footprint manageable. As a firm admin, you can view and adjust them. This guide explains how.
💡 Tip — Who can use this For firm admins, in your firm's settings.
Quick reference
| Limit | Controls |
|---|---|
| Clients | Max sponsored clients |
| Partners | Max advisory partners |
| Team | Max internal members |
| Frameworks | Max custom frameworks |
The four limits
Your firm has four capacity limits, each with a current usage and an editable maximum:
- Clients — how many firm-sponsored clients you can hold.
- Partners — how many advisory partners belong to your firm.
- Team — how many internal firm members (admins) you can have.
- Frameworks — how many custom scoring frameworks your firm can own.
Each shows a usage bar (current / max) that turns amber or red as you approach the limit. Creating a new item of that type is blocked once you're at the max.
📝 Note — Defaults and adjustments Firms start with sensible defaults (for example, up to 50 clients, 5 partners, 3 team members, 3 frameworks). You can raise or lower a limit at any time in your firm settings — changes are audited.
💡 Tip — Review limits before growth spurts If you're about to onboard several clients or partners, check and raise the relevant limits first so you're not blocked mid-onboarding. Lowering a limit below your current usage doesn't remove existing items — it just prevents adding more until you're back under.