How do I add a Relationship?
Summary A Relationship represents a client, a group, or any other collection of entities and contacts, if you wish. In order to introduce an Entity into the system, you need to have a parent structure that will hold the overall groups, this is the Relationship role. An example could be: An investment manager is…
Descriptors and their connection to contacts, entities and relationships
Descriptors are essential details for individual contacts, entities, relationships and more. These descriptors can influence the associated risk and compliance levels.