Your browser does not support JavaScript
 

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. 

BACK TO FAQ


   
FAQ, crm stock, salesforce campaign, salesforce trial

 

Take your Business to the Next Level with NexGen Consultants!

           
Salesforce Administrator Salesforce Advanced Adminsitrator Salesforce Application Architect Salesforce Community Cloud Consultant
Salesforce Data Architecture and Management Designer Salesforce Nonprofit Cloud Consultant
Salesforce Pardot Consultant Salesforce Pardot Specialist Salesforce Platform App Builder Salesforce Platform Developer I Salesforce Sales Cloud Consultant Salesforce Service Cloud Consultant
Salesforce Sharing and Visibility Designer
             
 
NexGen Consultants       CONTACT INFO        FOLLOW US
      Jean Hogan 
jhogan@nexgenconsultants.com
(513) 238-5914
  
       
    NexGen Facebook


 COPYRIGHT © 2019. NEXGEN CONSULTANTS. ALL RIGHTS RESERVED