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Agree - this is a critical feature to ensure we understand our client structures.

this would be very helpful!!

This is an update that would make things much clearer.

Agree - this is a critical feature to ensure we understand our client structures

We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
This is an essential feature as we have large groups with many entities and/or family members.

We really need the relationship type Unit Holder for unit trusts and it needs to have the option to enter the number of units like the shareholder relationship has. The beneficiary relationship isn't sufficient for unit trusts.

We would also like the functions of being able to add Unit Holder for a Unit trust

Agree - this is a critical feature to ensure we understand our client structures

Agree - this would be a critical feature to help staff and ensure nothing is missed

This would be handy as not all family members have the same last name so would make it easier to search and identify family relationships

It enables us to create structure diagrams and understand our clients structures (and not make silly mistakes)

Absolutely essential! Can't believe this hasn't been actioned already

Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'

Is it possible to get an update on this? We have an abundance of unnecessary DNAF (do not act for) clients in our system, that we don't really want, just because we have to list them somewhere / link to structure charts. Being able to manually add these into relationships, would save so much time and hassle, both in acct and admin time, and also in reporting!

It would also be great if we can add custom relationships. For example, we have clients who are perhaps the executor or power of attorney for another client, but we can’t add that relationship.

It would be great if we could add another client relationship - named, "Ultimate Holding Company" and "Related Entity"

I would also like to add a function to this!

It would be good to manually write external parties (non-client), and there associated dates, number of shares, notes, etc, so that we don't have to add them to XPM as a client and list as Do Not Act For (as it makes the group and client list messy). The aim would be that the non-clients can still link through to structure charts, etc.

Would also be good to have the non-clients (manual entries) shown in a different colour (or just black as wont be linked), so that it is easy to tell which are clients v non-clients.

+1 for being able to add custom relationships at a practice level, as that would cover all bases for everyone

Yes it would be awesome to add our own relationship type e.g. sibling, life partner, etc

Agree with this! Would like to show clients are siblings, etc, so people don't get confused about the relationships.

Would also like to have an option called Bare Trust.