Once you have selected a Client-Entity using the Search function, click Client-Entity Information on the pages Menu.
In this screen you can view:
- Basic Entity details:
- Entity type (Portfolio or Family Group)
- Status
- Entity ID
- Entity Name
- Company (for Platform users)
- Executive (Advisor)
- Branch
- Department
- Legal Type
- Entity Tags
- ToDo Alerts outstanding
- Contact details including names, contact details, Tags and CRS Tax details (tax country and whether or not a Tax Identifier Number is recorded)
Note that maintenance of Client Entities is performed by users with the applicable access in the m2Advisor desktop application.
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