Account & Contact Hierarchies
Portfolios, parent-child accounts and linked contacts held as a real relationship graph, so the structure of a client group is visible from the record, without a custom report.
Illustrative UI only. Data and individuals shown are fictitious; any resemblance to real persons or data is coincidental.
A relationship graph, not a flat list
Accounts, contacts, addresses and opportunities are linked objects rather than columns on a single row, so the shape of a client group is something the platform actually holds.
Portfolios and parent-child accounts
A group and the entities beneath it stay connected, so a portfolio can be read as one book or opened up entity by entity.
Contacts that belong to more than one account
The same person can act for several accounts without being duplicated once per relationship, and each link carries its own context.
No custom report to see it
The relationships are visible from the record itself. Answering who sits under whom doesn't start with a report request.
Why we like this one
Commercial books are rarely flat. One client is a holding company with six trading entities; one broker is the contact for three of them. Systems that model that as a text field turn every renewal conversation into a reconstruction exercise. Holding the structure properly means exposure, premium and claims can be read at whatever level of the group the question was actually asked about.
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