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Access for advisors

FA platform features FA Front app for the company advisors or other vendors. With FA Front, advisors are able to view the summary of holdings, transactions, documents and tasks as well as do trades for selected clients.

Advisors get access to the client information in FA Front based on extended limited visibility set up in FA Back. To provide an advisor with access to the clients' portfolios, link the clients' user accounts to advisor contacts in FA. For details instructions, see Set up limited visibility for many users.