Assets Workspace
The Assets Workspace Grid gives you access to all Assets (and Liabilities) connected to all your Records in AdvisorEngine CRM. It also is the home to the Asset Data Change Tool.
To navigate to the Asset Workspace, select Assets from the Site Navigation bar or from the Home Screen tile. You may also load a pre-filtered Grid of the last 20 Assets you opened from either location.
Along with other standard Grid features, clicking a row in the Grid will open the Asset details on the Record.
To view Assets for a specific Record, open that Record and navigate to Financials > Asset/Liability.
See Adding an Asset Manually to enter the Assets yourself or Asset Import Overview to set up automated imports from supported third-party asset management providers.
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