Entities, Overview
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You must be licenced for the Entities Add-On to use the functionality described below.
To open the Entities form, from the Admin menu, click Entities.

An Entity in finPOWER Connect is effectively a separate Legal Entity, which may be a Company providing financial services or a subsidiary.

Entities allow you to hold more than one Company on a single Database, making it easy to report total exposure even if your organisation holds Client and Account records in more than one legal entity.

Each Entity has its own separate Branches and Bank Accounts; Account records cannot belong to more than one Entity. This means that you can choose to report on a single Entity or more than one Entity.

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