The Financial Assets entity was designed to allow you to include additional assets, that are not captured in your portfolio accounting system, within your CRM.  The goal of this object is to help provide a holistic picture of your client's entire net worth.  Under Financial Assets, the following asset types can be tracked:

• Real Estate (Residential, Commercial, Multipurpose, Land, Rental)
• Collectibles (Precious Metals, Antiques, Art, Stamp/Coin, Spirits, Currency)
• Loan/Note (Secured, Unsecured)
• Private Investment
• Insurance Policy (Life - Term, Life - Cash Value, Disability, Long-term care, Property & Casualty, Medical)
• Other

Navigation: Site Map > Financial Information > Financial Assets > +New

Hierarchy: Family→ Relationship→ Financial Asset