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Financial Liabilities
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The Financial Liabilities object was designed to allow you to include additional liabilities, 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 Liabilities, the following liabilities types can be tracked, and will have different fields available based on the liability:

  • Mortgage
  • Personal Line
  • Secured Note
  • Unsecured Note

Hierarchy: Family→ Relationship→ Financial Liability

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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