Add more than 2 people to a record and more flexibility with Households
We focus a lot on Families. We are like a multifamily office. This means we have relationships with Generation 1, 2, 3 in some cases. It would be nice to see the entire household one the main record page, maybe a widget below. Also, it would be nice to be able to add more than 2 people to a record. We have situations where the single client has 2 children that help her with her financial planning so really all three persons are 1 client. Again, it would be nice if AE could have more flexibility for households.