Create & manage groups in Kudocs
This guide explains how to create and manage groups of entities, including group structures. This feature is only available for Portfolio customers.
Use this tool to add details about entities that form part of a group. You can add details of:
- entities
- their relationship to other entities
- the % shareholding one entity has in another.
Once you have connected entities, Kudocs will build a group structure for you.
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Groups of entities on Kudocs
Use this tool to add details about entities that form part of a group. You can add details of:
- entities (including entities that are not in your portfolio on Kudocs)
- their relationship to other entities
- the % shareholding one entity has in another.
Once you have connected entities, Kudocs will build a group structure for you.
You can add as many entities and relationships as you want.
You can edit and delete relationships.
Relationships do not update automatically if the shareholdings change, but you can refresh the connection in the group if shareholding % change.
Group created!
- Relationships created in Kudocs
- Shareholdings added automatically
- Group structure chart created automatically (exportable)
- View & manage entities at a group level