Glossary System Terms
| Term | Definition |
|---|---|
| Party | Financial institution or party to which accounts are assigned |
| Source | Method of entering data into AssetView (e.g. Schwab, CSV import) |
| The Eye | Blurs all investment numbers on the screen |
| Red Dot | Indicates that you have manually affected the record |
| Apps | Customizations that modify, extend, or create additional functionality in AssetView |
| Attributes | Extra data on an object |
| Layouts | Visual organization of elements |