FA Front setup
FA Front is an application for end clients and advisors. It is no longer developed, and we recommend using FA Client Portal and FA Advisor instead.
FA Front for advisors
FA platform features the FA Front app for the company advisors or other vendors. With FA Front, advisors can view the summary of holdings, transactions, documents and tasks as well as do trades for selected clients.
Advisors get access to 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 detailed instructions, see Set up limited visibility for many users.
Overview
Overview shows documents downloaded to the customer and return (graph at the top of the page) and summary of the Holdings (bottom of the page).
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Holdings
The Holdings view shows the current positions and bank account balance in the customer’s portfolio.
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Transactions
The Transactions view shows a list of the transactions. The last column contains a link to transaction confirmation. Click a transaction to open it and view the details.
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Documents
The Documents view shows the documents of the selected contact (including the contact's portfolios) on the left. Documents saved in custom library path general are shown on the right. You can upload, modify and delete documents.
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Customer
The Customer view shows an overview of information related to the selected client, such as basic information, memo, and tasks. You can also create tasks.
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Trading
The Trading view contains an overview of open and ongoing orders. You can accept or cancel open orders. You can add trade orders to the end clients' portfolios in the Trading view for securities that are marked as available for trading in FA Back (with the "Tradeable" tag).
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FA Front for customers
View without trading possibilities
Views under the CLIENT.ONLINE role are designed for companies that want to show their end users a clear summary of holdings and transactions. This content is directly available for usage and doesn't require any actions in FA Back (security classifications and so on).
The user accounts are linked to customer contacts in FA. You can view the content based on “Show contacts only through direct representatives” option.
Overview
Overview shows the return (graph in the top of the page) and summary of holdings (bottom of the page).
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Holdings
The Holdings view shows the current positions and bank account balance in the customer’s portfolio.
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Transactions
The Transactions view shows the list of transactions. The last column includes a link to transaction confirmation. Click a transaction to open it and view the details.
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Trading
The Trading view contains an overview of ongoing orders. The end users can input trade orders for securities with the "Tradeable" tag to their own portfolios.
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