Create records for clients’ financial accounts and their underlying holdings, assets, liabilities, and financial goals.
Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions
Add a Financial Account Enter information about an investment account, bank account, or insurance policy. While this data is typically updated automatically from external systems, here’s how to enter a financial account manually.
Create Securities Records Enter information about securities, such as stocks or bonds. While this data is typically updated automatically from external systems, here’s how to enter a securities record manually.
Add an Asset or Liability Enter information about tangible assets—such as real estate or collectibles—or liabilities—such as mortgages or loans.
Add a Financial Goal Create a financial goal to track clients’ progress toward major purchases, retirement savings, or other life goals.
Add a Financial Account Role Enter information about a client’s involvement with a financial account, such as an individual who is a beneficiary or trustee.