Share Products Across Entity Groups

Configurators can now include product types in a Shared Data Template. When a Group Onboarding journey runs, verified products of those types on the Group entity are automatically shared to each in-scope child entity — removing the need to create products separately for every member of a joint account or entity group.

Managed Products and Fund-to-MR products are always excluded from sharing. Each shared product is an independent record on the child entity, linked back to the Group entity via an automatic Owner association.

User Guide Reference:

See Sharing Products Across Entity Groups for full configuration steps.