Assets & Liabilities Overview - SPA


In the Practifi Assets & Liabilities tab, you can add your clients' assets and liabilities, including all relevant details such as product names, account numbers, and valuations.

Furthermore, assets and liabilities can be associated with specific people in a household to ensure accurate ownership reporting. Recommendations can also be related to particular assets and liabilities (to capture products that you have recommended). 

Asset and liability categories are examples of categories and can be configured by your Practifi System Administrator.

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