Family Navigation & Family Name
To access Families, you will go to Menu > Families. You can choose to view your Active Families, All Families, or other lists that have been created by either you or your firm. Each of these lists are searchable, sortable, and filterable. You can also view charts that are associated with the Family lists. To choose a specific Family to view the details you need to click on the Family Name to open the Family entity.
What's in a Family?
Family Details
Below your Family Menu, Family Name, and Header, the bulk of the information about the Family is included.The data points that are listed below are defaults based on Engage's initial template. They can be edited, moved or removed by your System Administrator. Please reach out to your System Administrator or Engage Service team for more information.
General
- Family Name*
- Total Market Value 🔑
- Total Market Value (supervised)
- Last Updated
- Net Worth
- Last Updated
- Valuation Date 🔑
- Total Market Value (unsupervised)
- Last Updated
- Wallet Share % 🔑
- Primary Contact†
- Secondary Contact†
Reference Panel
- Relationships†
- Family Members (Contacts)†
- Portfolios†
- Accounts†
- Client Reporting†
† - Record must be created before it can be assigned.
🔑 - Field is calculated, cannot be updated manually.
Activities Plus
Activities Plus displays the Activities associated with Families and provides the ability for you to add new Activities from within that screen.
Administrative
- Created On 🔑
- Created By 🔑
- Modified On 🔑
- Modified By 🔑
- External ID 🔑
- Owner*
Related
- Related - Info & Activities
- Activities
- Audit History
- Related - Clients & Financials
- Relationships
- Contacts
- Connections
- Portfolios
- Financial Accounts
- Client Reporting
Family Menu
On the top of the Families screen, is the Families Menu ribbon that has links to help you quickly update the Family entity you are viewing. Customization of these links, and permissioning of access to these links, can be updated by the System Administrator. Our defaults include:
- Back
- Open Record Set
- Open in New Window
- Save
- Save & Close
- Deactivate
- +New
- Delete
- Refresh
- Check Access
- Assign
- Flow
- Word Templates
- Run Report
- Share
Header
A fully customizable part of the Family entity, the Header includes top information about the Family that your System Administrator has indicated to be vital to your Families. By default, our Header includes loaded information (Primary Contact & Secondary Contact) and information received daily from your Portfolio Management System (Total Market Value).
Reference Panel
The Reference Panel, new to the Unified Interface in Engage, quickly summarizes all your needed information about the Family. This includes:
- Relationships
- Family Members
- Portfolios
- Client Reporting
From this panel, you can edit key Family details, view in compact or expanded detail information about the Family, and export the information to Excel.
Choose More commands for more options on the Reference Panel.
