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Wealth Management > Portfolios

Portfolios

Use the Portfolios pages to create, update, and track any type of portfolio. Portfolios can be any type of information related to a contact that you want to track.

Portfolios can represent the following:

• Financial accounts. A brokerage account, loan, or a credit card
• Insurance contracts. A life insurance policy or an annuity

You can use the Portfolio pages to identify and profile a portfolio.

TIP: You can use the financial account record type and financial account hierarchy to track financial account groups, which are also known as portfolios. For more information about financial accounts, see Tracking Parent Financial Accounts.

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking financial account information, the Portfolios tab might be excluded from your setup.