Yes! Holistiplan allows you to organize your firm by subsidiaries or units, which will result in controlling access to your firm's client. See below to determine which is best for your firm.
If you are:
- Just separating your firm's clients by advisor(s) into teams, or
- Have 2 or more offices where the whole office shares the same clients
Units are most likely the best option for you. This allows a firm to separate the households in your firm so that certain advisors have access to certain clients.
If you are:
- A large firm with regions that have multiple offices within said region,
- A firm that has multiple teams within the office and advisors have their own clients within the team, or
- A firm that has a "parent" firm, but the firms within the parent have their own logos and/or disclaimers
Subsidiaries and Units are most likely the best option for you. Scroll to see how Subsidiaries function before moving to Units.
If you have questions about which structure is best for you, reach out to our support team at help@holistiplan.com and they can walk you through the best fit for your firm. Please include details as to how your firm is structured so we can get you on the right track!
Where Do I Go?
To create a Unit, Firm Admins can navigate to Settings > Unit Admin as seen below, and then click on the blue Create Unit button. If you create a Unit and it does not show up, you may have created a Subsidiary instead. Make sure not to click the plus sign when creating Units.
Units
We've created units (named after our advisors) below to show how you can separate them. Notice that Advisor 1 is in two Units but each household is only in one Unit. Advisor 1 is able to see Households 1, 5, 2, and 4, but not 3. This is how Units work to keep households separate. 
Firm Admins will always be able to see all uploads, regardless of unit.
Once you name the unit, it'll show up below in the firm's parent Subsidiary (see the new unit named "Test Firm" above). From there, you can add advisors by clicking the Add button and selecting the advisors' emails and move existing households to the correct Unit. Future households will only be able to be added to Units the advisor has access to. Those Units will show up like the below screenshot.
To delete a Unit, all advisors and households must be cleared or moved out of the Unit.
Subsidiaries
Subsidiaries allow firms to have multiple levels of structure within the parent firm. They contain sets of Units within the subsidiary, but also allow the Subsidiary to have a separate logo and/or disclaimer. Many times, firms use branches of the firm as Subsidiaries, and offices or groups of advisors within the branch as Units.
We've broken down the Test Firm above (which will have its own Subsidiary - the system is designed to create a Unit and Subsidiary for each firm automatically) into branches. Within these branches, you can separate smaller groups into units like the Units section above shows. To create a Subsidiary, click on the small plus sign seen above.
Note that this will only create Subsidiaries, not Units. (If you are attempting to create a unit and don't see it show up, you have most likely created a Subsidiary instead!)
When creating a Subsidiary, you have the opportunity to name it, as well as adding a logo and/or disclaimer that is different from the parent firm. If the Subsidiary is to have the same logo and disclaimer as the parent firm, nothing needs to be entered or changed.
Once you've created the Subsidiary, your screen will look like this:
To delete a Subsidiary, all units in the Subsidiary must be cleared and households/advisors cleared or moved. You'll delete the Unit, and when there is nothing left in the Subsidiary, it may be deleted.