How to group clients into families
To create a family in Rabbit Invest, open Clients and go to the Family tab. Tap Create Family, name it and add the members. Open the family to see its combined portfolio, with AUM, XIRR and returns. Holdings show which member owns each fund, and you can tap a member to see only theirs.
Steps
Open Clients, then the Family tab
Every family is listed here.
See each family’s AUM, XIRR and returns
The whole household at a glance.
Tap Create Family, name it and add the members
Group related clients together.
Open a family to see its combined portfolio
One view of the household.
Check holdings by member
Holdings show who owns each fund.
Tap a member to see only their holdings
Switch between the family and one person.
If something does not work
Can a client be in more than one family?
Keep each client in one family so the household totals stay accurate.
