Summary
Entities and Relationships can be linked to show ownership structures, control, and how entities are connected. You can connect an Entity to an existing Relationship, or create a new Entity directly from a Relationship. Once connected, these links appear in the connection map, giving you a clear diagram of ownership structures, branches, and associations. This makes it easier to maintain accurate records and visualize its structures.
How to use it
Option 1: From an Entity
- Go to Entities in the left menu and select an Entity.
- Click the tools icon and choose Edit.
- In the pop-up, select an existing Relationship to connect to that Entity.
Option 2: From a Relationship
- Go to Relationships in the left menu and select a Relationship.
- Open either the General tab or the Connections tab.
- Click Connections, then select Add Entity to create and link a new Entity to the Relationship.
Where to use it
- To map branches or layered holdings in a single diagram.
- To centralize risk and compliance insights for the connected Entities.
- To show how parent entities, subsidiaries, or affiliates are connected.
Tips
- Add entity details (fund source, type, structure, strategy) when creating Entities
- The connection map is interactive — zoom in or zoom out map to quickly understand complex connections and ownerships.
- If shares are assigned to Contacts, link them alongside Entities. This way, you’ll see both who is connected and who owns what in a single view.