Asset-Map Fields
Data Collected
If a household had edits made by the advisor, the "Data Collected" field in the Details section displays the date of edit.
Financials Page
This is also shown in a Data Collected column on the Household's Financials page.
Household Index
The Household Index has a column called "Last Mod." This will also show the last time something was manually edited in the household.
Integration Updates
Synchronizing with an integration will update the Data Collected field only if the dollar value of the financial was changed by the integration.
2/2025