Clients aren't spreadsheet rows. Advirra models households with the real relationships advisors actually manage — and hangs every account, KYC record, and review off them.
Households with spouses, dependants, powers of attorney, and trusted contacts — the relationships your book runs on.
Accounts per household with beneficiaries and suitability, so composition is always current.
KYC and identity captured per person, with sensitive identifiers field-level encrypted.
One household view that pulls together people, accounts, reviews, and history.
The household book — prospects, active clients, and composition at a glance.
A single household: people, accounts, KYC, and review history in one place.
