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Our US Offices will be closed on Wednesday, June 19, 2024, in observance of Juneteenth.

We will be operating with reduced staff but still available from 9:00 am - 5:00 pm ET.

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Financial Assets
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The Financial Assets object 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, and will have different fields available based on the asset type:

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

 

Hierarchy: Family→ Relationship→ Financial Asset

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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