Group Company Space
What it is
A Group Company Space is a workspace for managing a portfolio of related companies together. You see consolidated employees from all companies in the group, shared members, and group-wide settings — all in one view.
Who uses it
Advisers or owners managing a portfolio of related companies where coordination and consolidated reporting matter.
What's different about it
Unlike an Adviser Space (which is for an external party managing multiple advised companies), a Group Company Space is for consolidated management of companies that belong together — think of it as a parent/holding structure that rolls up data from multiple subsidiaries.
Key features
- Company list — see all companies in the group
- Consolidated employees — view employees across all group member companies
- Member management — manage who has access to the group workspace and set roles
- Group-wide settings — configure branding, notification preferences, and capabilities at the group level
- Cross-company visibility — if Finance is enabled, see consolidated holdings and financial data across the group
- Custom attributes — operators can add fields to group companies and their employees
- Dashboards — create group-level dashboards and reports
Related
- Adviser Space — adviser-focused multi-company workspace
- Company Space — single organization workspace
- Spaces — overview of all space types
- Inviting Someone to Your Space — add members