Söderberg & Partners Wealth Management allows you to link up to 10 entities, using client groups.

By combining the assets of the group, clients can benefit from lower platform fees than if they were charged on an individual basis.

For more information on the parameters of family linking, please see here; Can I set up family linking? And what are the parameters?

To put family linking in place for platform fees, you must set up a client group. Log in to the platform and click on the Client's tab:

Select the 'Client groups' tab within this page:

Select 'Create Group' in the top right hand corner:

Enter a name for this group, ensuring that it is unique. Then select the Adviser these clients belong to:

Under Group members, use the search box to find and select the relevant clients for this group:

When you have added all of the relevant client records, select Review:

Check the details, and if you are happy they are correct, select submit and this client group will be active:

The new client group will now show within the list of existing client groups:

You can click the arrow next to the family group name to view details of the clients involved, including their name, client ID, no. of accounts they have and the value of their holdings:

By clicking on the three dots, you have the option to edit the group, adding or removing entities as required:

To check whether a client is part of a client group, go to the client record and select the 'Client details' tab:

Scroll to the bottom of the screen and the information is stored here: