The Assets tab on a prospect's Wealth and Ratings screen houses information about the prospect's real estate, business, stock, and "other" assets. It also includes wealth indicator and income/compensation information.
To access this tab, run a prospect search for the record for which you want to view asset information. The prospect's Wealth and Ratings page appears. Select the Assets tab.
Note: For organizations, households, and groups, asset information is accessed from the Wealth Summary tab on the prospect/household/group's Wealth and Ratings page.
The top of the tab provides a summary of all data included on the tab. For example, total identified real estate, businesses, and securities holdings.
Also in the summary section on this page:
| • | Click any link in the Wealth assets grid and the application takes you to that section of the tab page. For example, if you want to view the real estate information, click Real estate in the summary section, and you are taken directly to the Real estate section on the tab. |
The bottom half of the tab displays asset details, such as wealth indicators, income/compensation information, and stock holdings.