All clients in Troika start as an entity, and then the additional client information is entered. This normally happens as a single stage as part of the Add New Client wizard. It is not unusual however for an existing entity to become a client in its own right. In order to do this a Know Your Client check should be run.
Within Troika Administrator, the Global tab, click on the menu option Know Your Client. Select the entity type and check the ‘with no assessment’ box. Select the red arrow ‘Complete client setup’ icon and continue through the wizard in the same way it would be used when adding a new client.
Your entity will then be a client in Troika.