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Know Your Client — Estimated Net Worth

One of the sections within the Know Your Client area of contact overviews is the Estimated Net Worth section, accessible by clicking the "Financials" tab at the top of this section:   

To add or edit any information here, click the Edit button in the top right corner of the section. You'd then see the below: 

Enter the client's estimated Total Assets, Non-liquid Assets and Liabilities here and this section will look similar to our original example above, based upon your numbers. 

Estimated Net Worth and Estimated Liquid Net Worth are calculated automatically, based upon the numbers you enter for Estimated Total Assets, Non-liquid Assets and Liabilities.

You can edit this information at any time using the Edit button in the top right corner of the section.

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