Leverage Robust Data Integration Capabilities to Drive Better Recommendations
Our robust householding feature allows advisors to model complex relationships including referrals, family relationships, related parties, companies, and advisor-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.
Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, joint account owners, a customer and accountant, and more. What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.
Let Advisors Put More Focus on Managing Clients
This capability provides advisors with the ability to:
- View and manage the financial products, accounts, holdings, and related transactions – from multiple back office systems, for each client, household, or company
- Maintain householding for members of the same household with different addresses
- Provide real-time aggregation of data within a Comprehensive Customer View, offering a complete view of the client’s value
- Roll up and/or aggregate interactions and account information along the defined relationship hierarchies
- Generate reports at any level of the hierarchy
The Value that Our Householding Feature Can Provide You
- Aggregate information along defined hierarchies
- Segment assigned accounts into multiple “portfolios” by creating multiple hierarchies as required
And that’s not all!