Client-Entity Information screen

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.