Main household
You can see an overview of the client's main household, showing total income, total assets, and total liabilities. Aggregations of financial holdings are made in the default currency of the system for each financial holding. Financial holdings are shown in the assets or liabilities sections based on the accounting classification of each financial holding’s balance. For example, an overdrawn account would be shown as a client’s liability.
The Connections tab offers a deeper view into the main and other households or relationships that the contact is a part of. For household, it provides a view into the financial holdings associated with a household with all relevant details, such as balance, currency and owner.
