Assets Tab in Client Edit: Full Visibility Into Client Balances

When managing clients in Wifox Core Banking, it’s not enough to just store personal details — you also need clear visibility into their financial assets. That’s where the Assets tab in the Client Edit view comes in.

It provides a real-time overview of every wallet, balance, or position linked to an individual client.

 

Why the Assets Tab Matters

 

The Assets tab helps teams track both fiat and crypto holdings, ensuring every account is reconciled and linked properly.
 

Whether you’re verifying balances during onboarding or auditing existing clients, the tab consolidates all asset data in one clean, structured view.

 

Each record includes:

• Asset type – Fiat, crypto, or tokenized balance
  

• Currency and amount – e.g. USD, EUR, BTC
  

• Linked account ID – The source account holding the asset
  

• Status – Active or inactive
  

• Created / Updated date – Full tracking of when each entry was added or changed 

 

Enabling the Assets Tab

 

Access to this tab depends on user permissions.
To make it visible for specific roles:

• Go to Roles → Edit Role.
  

• Expand the Clients section.
  

• Check Assets → View (and Edit, if modifications are needed).
  

• Click Save.
  

 

Once enabled, the Assets tab automatically appears inside the Client Edit window.

 

Auto-Creating Asset Records

 

• At the top-right of the General tab, you’ll find a checkbox labeled Create asset.
   
• When selected, this option automatically creates a default asset record for a client upon saving—ensuring every new client has at least one linked wallet or ledger entry.

This saves time during onboarding and guarantees complete financial traceability.

 

What Authorized Users Can Do

 

Depending on permissions, users can:

• View detailed balances and currency allocations
  

• Adjust asset statuses or link to new accounts
  

• Export asset data for reconciliation or audit purposes
  
  

The result is a complete, transparent view of each client’s financial footprint, accessible directly from the CRM.

 

Conclusion: Streamlined Client Asset Management

 

The Assets tab in Wifox Core Banking centralizes all balance and wallet data for every client—making compliance, reporting, and support far easier.
 

It’s a simple yet powerful tool that brings transparency to your operations and ensures no client record is ever incomplete.

 

👉 Use the Assets tab to keep every client’s portfolio visible, verified, and fully aligned with your system records.