Provides the ability to group individuals into a "household" to aggregate portfolios and calculate risk at the group or family level. To create a new Household:
Navigate to Clients & Prospects
Click the Households tab:
Click the "+" (add) button > Enter household's name > click Create
Search for & Select individuals to add to the Household:
Click Add Members > click Confirm
Once completed, click on a Household to view members within that household and their Risk Scores, which then roll up to the total Household Risk Score.