Within the portal, historically, the focus had been on your individual and family data, documents and information. Your related entity information was bundled somewhere within your personal file.
Entities often have their own set of information, documents, tasks and Team members, separate to those of your personal. Now, rather than your financial professional sending tasks and information related to your entity to your individual client portal, a separate workspace for an Entity can be created.
The entity workspace focus is on entity specific Tasks, digital forms, digital document signing, Rooms and the ability to add connections (similar to Team members) who are authorised to act on behalf of the entity.
You will be able to easily switch between your personal portal and your connected entity workspace/s - keeping things clean and simple!