📄️ Households Overview
Households functionality allows financial advisors to organize clients into family-based groups for comprehensive financial planning and management.
📄️ Create Household
Create a new household to organize related clients for comprehensive family-based financial planning.
📄️ Household Details
View and manage comprehensive information about a specific household and its assigned clients.
📄️ Edit Household
Modify household information, advisor assignments, and other household properties.
📄️ Manage Household Clients
Add clients to households, remove clients from households, and manage client assignments for comprehensive family-based financial planning.
📄️ Delete Household
Remove households that are no longer needed, with proper safeguards to prevent accidental deletion.