Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

Client database

Your clients, households, loans and income, linked together. Click any row to see everything connected to it.

Last updated 09:34Refresh

Draft · 2 questions still open · built Thu 15 Oct 09:34

Entities1 rows · click a row to see everything linked to it
AEntityANameATypeAABNAACNAPeople with rolesALinked householdsAClient folder(s)
1E0001Taylor Family Trustdiscretionary_trustP0001 Alex TaylorH0001Clients/Taylor
Incomelinked to E0001 · 2 rows
APartyANameAHouseholdAPeriodAType$GrossANetAFrequencyASourceAEvidence
1P0001Alex TaylorH00012025salary118,400annualindividual_tax_return
2P0002Sam TaylorH00012025business84,250annualindividual_tax_return