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# Wealth Management Oracle CRM On Demand provides the following record types for wealth management: Financial Accounts. Use these pages to manage financial account information. Financial Account Holders. Use these pages to manage information about holders of financial accounts. Financial Account Holdings. Use these pages to manage the transactions of a single financial product for a financial account. Financial Plans. Use these pages to manage the financial plans of a contact or business for one or more specific financial accounts. Financial Products. Use these pages to manage financial product information. Financial Transactions. Use these pages to track the transactions for a specific financial account. Portfolios. Use these pages to manage portfolio accounts. Households. Use these pages to manage information for a group of related contacts, who live in the same household. Note: All of these record types are available only with Oracle CRM On Demand Financial Services Edition.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.