The Financial Assets object was designed to allow you to include additional assets, that are not captured in your portfolio accounting system, within your CRM.  The goal of this object is to help provide a holistic picture of your client's entire net worth.  Under Financial Assets, the following asset types can be tracked, and will have different fields available based on the asset type:

• Real Estate (Residential, Commercial, Multipurpose, Land, Rental)
• Collectibles (Precious Metals, Antiques, Art, Stamp/Coin, Spirits, Currency)
• Insurance Policy (Life - Term, Life - Cash Value, Disability, Long-term care, Property & Casualty, Medical)
• Interests/Claims
• Loan/Note (Secured, Unsecured)
• Private Investments
• Other