You can consolidate portfolio for one client or multiple clients. 

For One Client

Select a Client - From Company - then click on Consolidated Portfolios.

For multiple clients

Or go to Company then Global Consolidation. Here you can also consolidate Pending Transactions and export them into an Excel file. 

For Family or trust consolidation, we advise you to create a TAG Category, then a TAG name for each entity. Then tag family / trust members and use this tag in Global Consolidation into the include if tag field.

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