For clients on custom (non-FORTIS) frameworks, there's no formula-based Compute button — you enter each pillar's score by hand. This guide covers manual score entry.
💡 Tip — Who can use this For advisory partners reviewing a client on a custom framework.
Quick reference
| Step | Action |
|---|---|
| 1 | Enter each pillar's score manually |
Step 1 — Enter manual scores
In the review workspace, a Manual Score Entry section appears (instead of Compute Scores) for custom-framework clients. Enter a score (0–100) for each pillar in the framework, based on your review of the submitted data and your advisory judgment.
Save the manual scores when complete. They feed the composite and the client's dashboard once you publish.
📝 Note — Custom frameworks rely on your judgment With no built-in formula, the scores are entirely your assessment. Use the submitted data and benchmarks as your guide, and be consistent period to period so scores stay comparable.
💡 Tip — Document your reasoning Since manual scores are subjective, keep notes (in your advisory log) on why you scored each pillar as you did. This helps the next period's scoring stay consistent and explains the numbers to anyone reviewing.