In the platform, you will be able to select the client tree and view your house and sub-houses (also called owner and sub-owners), which are used to group your clients.
For example, your account’s overall hierarchy might look like the below:
The image illustrates the overall structure, with the top level represented in red. Typically, you will have at least one house (owner), depicted in blue in the image. Houses are used to divide your structure based on the type of business you operate, such as advisory, discretionary, and/or model managed. Under each house, you will find the associated end clients.
If you have different portfolio managers or advisers within one of the categories (e.g., multiple managers for discretionary clients under the discretionary owner or multiple advisors under the advisory owner), you can create an additional layer with sub-houses (sub-owners). An example of this is shown in green in the image.
Setting up your structure
To request a new sub-houses, submit a case to "Configurations" through the case management module.
Please note A new sub-houses can only be created when the portfolio manager or adviser has at least nine associated clients under them. |
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