Path: "Investors" > "Investors" > Choosing the Account
Creating a new Advisory
Steps:
- Select the account of the investor for whom you want to create the Advisory by clicking on their name in the tab "Investors".
- In the detail view, select the section "Advisories".
- Click on "Create Advisory".
- Insert the agreed date and time of the meeting and add a description.
- After clicking on "Create Advisory", you will receive a link that you can forward to the investor so they can join the meeting for the Advisory.
The investor can also access the link through their investment portal.