Video Guide · Clients page
Create, edit and manage families.
Grouping a household into a family gives you one view of its portfolio, wealth and goals. On the new Clients page every bulk action, families included, sits under a single Actions button. Same on desktop and mobile.
Steps in this video
One Actions button covers the whole list. What it offers depends on whether you are on the Individuals view or the Family view.
1
Open Clients
Tick the clients you want in one family.
2
Tap Actions, then Create Family
Name the family and create it.
3
Notify sits in the same menu
It sends a reminder to everyone you have ticked. Download and Report are here too.
4
Switch to the Family tab
Tick a family, then tap Actions again.
5
Edit Family
Rename the family, add or remove members, or delete it.