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Do you always record in your systems non-bankable assets based on a custodian statement, bank statement, appraisal? Or can the clients enter directly the value of non bankable assets into your tools without any statements?

over 2 years ago by Sinan Biren

Do you always record in your systems non-bankable assets based on a custodian statement, bank statement, appraisal? Or can the clients enter directly the value of non bankable assets into your tools without any statements?