Phase 12
International Wealth
Manage foreign currency accounts, international assets, and global net worth.
7 topics
Foreign currency accounts
Track accounts held in other currencies.
International assets
Record assets held outside your home country.
Exchange rates
How exchange rates are sourced and applied.
Currency conversion records
Review the history of currency conversions.
Global net worth
See your net worth across currencies.
Currency exposure
Understand exposure to currency movements.
FX scenario planning
Model the impact of currency changes.