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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


How does Financial Services Cloud manage Held Away Assets?


Held Away Assets are assets that a client may have however they are not being managed by the Advisor that uses FSC. These assets are important to know about as they both provide you with a picture of the client's true asset value as well as it is an opportunity to manage that money for them. FSC gives you the ability to note which Financial Accounts are Held Away and this filter can be used for your data rollups and client reporting. 

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