How do I create a new Advisory?

Path: "Investors" > "Investors" > Choosing the Account

Creating a new Advisory 

Steps:

1. Select the account of the investor for whom you want to create the Advisory by clicking on their name in the tab "Investors".
2. In the detail view, select the section "Advisories".
3. Click on "Create Advisory". 
4. Insert the agreed date and time of the meeting and add a description.
5. 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.