Overview of Financial Accounts
Financial Accounts is a new Integration for G5 that lets your CRM display information directly from your account custodian. It is also referred to as the Ndex Integration.
How to Find It
Once you have integrated it into your G5, you can access it by going to the Financial Accounts Workspace. This shows all the account information supplied by your custodian, matching your clients.
Or you can go to the Financial Accounts tab in your client’s records. There it will show only the account information your custodian shared about that client.
Looking Inside
What information is displayed is going to depend on your specific custodian. Here is an example of what it might look like:
You can click on the Account Number to open it and see more details about that specific account:
The information shown will depend on your specific custodian and what information they provide in their integration, but here is a mock-up of what it might look like for you:
It has a banner:
An Overview with a Total AUM, Holdings Summary, and Transactions Summary cards:
It has a Holdings tab that shows you the details on each holding:
And lastly it has a Transactions tab to show you those details as well:
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