As an advisory partner, your Fortis Pulse workspace is built around the clients you advise. Your home page is a roster of the client engagements assigned to you, each showing where that client stands in the reporting cycle. From here you review submissions, score and comment on periods, publish advisory commentary, and manage your advisory logs. This guide orients you to the partner experience.
💡 Tip — Who can use this For advisory partners. Sign in and you'll land on your client list automatically.
Quick reference
| Step | Action |
|---|---|
| 1 | Find and open an assigned client |
Step 1 — Find and open an assigned client
When you sign in, you land on your Client List — every client engagement assigned to you, each showing the client name, its framework, tier, the latest period, and a status badge (Draft, Submitted, Reviewed, Published, or "No submission").
Click any client to open that engagement's review workspace — where you'll score the period, edit flags, write advisory commentary, and publish. The status badge tells you what each client needs: a "Submitted" badge means there's data waiting for your review.
💡 Tip — Use the Submission Queue for what needs attention now If you have many clients, the Submission Queue (in your sidebar) filters the list down to just the clients whose latest period is "Submitted" — the ones waiting on you. It's your work queue, separate from the full roster.
📝 Note — You must be assigned to see a client Your client list only shows engagements an admin has assigned you to. If a client you expect isn't there, it means you haven't been assigned — an admin needs to add you to that engagement. You can't access a client workspace you haven't been assigned to.