# Entities

Entity provides the foundation for managing the visual identity, compliance requirements, and default configurations across all reports and outputs associated with that group. Entities are particularly useful when supporting multiple fund managers, white-label partners, or distinct brands under the same reporting infrastructure.

#### Key Features

* Branding & Identity
  * Upload logos (primary, secondary, or alternate versions).
  * Define color schemes for charts, headers, tables, and other visual elements.
  * Manage typography or font preferences across reports.
* Compliance & Disclaimers
  * Configure global disclaimers to appear in all reports.
  * Support multiple disclaimer variants by product line or jurisdiction.
* Custom Configurations
  * Define default report templates and styling preferences.
  * Manage footer text, legal references, or required disclosures.
  * Apply watermarks such as “Sample” or “Draft” where required.
* Multi-Brand Support
  * Entities can group logical companies or fund families.
  * Supports both synced companies (pulled from data integrations) and custom overrides (manually created).
  * Each Entity can be linked to one or many Portfolios, Companies, or Investments.

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**Use Cases**

* White-Labeling: Provide a fully branded reporting environment for dealer groups or distribution partners.
* Fund Families: Group multiple funds under a single family, maintaining consistent branding and disclaimers.
* Multi-Jurisdiction Compliance: Apply different disclaimers or disclosures per Entity, depending on regulatory requirements.

### Adding Entities

To add new entities, head to **Manage** <i class="fa-arrow-right">:arrow-right:</i> **Entities**, and expand the Add New section. The form are divided into 5 sections:

1. **Information** — Basic information about the entity, such as: Name, Logo, Header Background, and Watermark/Page Background.
2. **Disclaimer** — Entity-level disclaimer that will presented on reports. Available up to four disclaimers.
3. **Code** — Custom JavaScript and CSS code to customise the report output.
4. **Theme** — Color palettes to customise the chart widgets color on the report. Currently available up to two color palettes.
5. **Sub-reports** — Configuration for entity's sub-report.

{% hint style="warning" %}

## Heads up!

* Custom JavaScript code for reports should not contains any arbitrary code and malicious code, it will be stripped if exists.
* To add sub-reports, use the available abstractions provided on the Help section. This is also an advanced feature where you need to define the abstractions in the JSON format.
  {% endhint %}