Creating a Household gives advisors the ability to group individuals together to view aggregated portfolio AUM and calculate risk scores at the group or family level. To create a new Household:
Navigate to Clients & Prospects > select either the client or prospect tab > Click the Households sub-tab icon as shown below:
Click the "+" (add) button in the top right > Enter household's name > click Create
Select individuals to add to the Household > Click Add Members > click Confirm
Once completed, click on a Household to view the members, each of their respective Risk Scores and AUM, and both of those rolled up at the Household level for a Total Risk Score and Total AUM figures.
To edit the Household name, delete the household, or add / edit members, click on the respective icons in the top right corner:
Please note that you cannot delete a member of a household. If you accidentally add the wrong individual to a household, simply delete the household and re-add the members.