Create a Household Track groups of individual clients who have a shared address and shared financials.
Add a Household Member Add family members to an existing household and define how to summarize the members’ activity and financials at the household level.
Add an Extended Relationship to a Client or Household Better visualize clients’ relationships with people outside of their household. Track the other professionals who advise clients about their financial lives. Also track clients’ affiliations with owned businesses and other organizational entities.