Accounts

Field Reference Table

Field Name	Label	Type	Length
`aum__c`	AUM	currency	0
`accounts_merged_description__c`	Accounts Merged Description	textarea	32768
`alternative_platform_description__c`	Alternative Platform Description	textarea	130000
`assets_boy__c`	Assets BOY	currency	0
`average_ticket_size__c`	Average Ticket Size	currency	0
`bank_loans__c`	Bank Loans	picklist	255
`billingcity`	Billing City	string	40
`billingcountry`	Billing Country	string	80
`billinglatitude`	Billing Latitude	double	0
`billinglongitude`	Billing Longitude	double	0
`billingpostalcode`	Billing Zip/Postal Code	string	20
`billingstate`	Billing State/Province	string	80
`billingstreet`	Billing Street	textarea	255
`cit_usage__c`	CIT Usage	picklist	255
`cmbs__c`	CMBS	picklist	255
`crd__c`	CRD#	string	18
`client_base__c`	Client Base	multipicklist	4099
`co_investments__c`	Co-Investments	picklist	255
`convertibles__c`	Convertibles	picklist	255
`core_bonds__c`	Core Bonds	picklist	255
`createddate`	Created Date	datetime	0
`cryptocurrency__c`	Cryptocurrency	picklist	255
`current_searches__c`	Current Searches	url	255
`custodian_s__c`	Custodian(s)	multipicklist	4099
`dc_consultant_name__c`	DC Consultant Name	string	1300
`dc_consultant__c`	DC Consultant	reference to: Account	18
`date_received__c`	Date Received	date	0
`description`	Account Description	textarea	32000
`discretionary_assets__c`	Discretionary Assets	currency	0
`etf_usage__c`	ETF Usage	picklist	255
`emerging_manager_program__c`	Emerging Manager Program	picklist	255
`emerging_market_bonds__c`	Emerging Market Bonds	picklist	255
`emerging_market_equities__c`	Emerging Market Equities	picklist	255
`form_5500_pdf__c`	Form 5500 PDF	string	1300
`form_adv_part_2a_brochure__c`	Form ADV Part 2A Brochure	url	255
`general_consultant_2_name__c`	General Consultant 2 Name	string	1300
`general_consultant_2__c`	General Consultant 2	reference to: Account	18
`general_consultant_name__c`	Consultant 1 Name	string	1300
`general_consultant__c`	General Consultant	reference to: Account	18
`global_equities__c`	Global Equities	picklist	255
`government_bonds__c`	Government Bonds	picklist	255
`hedge_fof__c`	Hedge FOF	picklist	255
`hedge_fund_consultant_name__c`	Hedge Fund Consultant Name	string	1300
`hedge_fund_consultant__c`	Hedge Fund Consultant	reference to: Account	18
`hedge_funds__c`	Hedge Funds	picklist	255
`high_yield_bonds__c`	High Yield Bonds	picklist	255
`id`	Account ID	id	18
`international_equities__c`	International Equities	picklist	255
`investment_policy_statement__c`	Investment Policy Statement	url	255
`investments_page__c`	Investments Page	url	255
`investments_team_page__c`	Investments Team Page	url	255
`invests_in_impact_sri_or_esg__c`	Invests in Impact, SRI or ESG	picklist	255
`lp_power_user__c`	LP Power User	picklist	255
`lp_usage__c`	LP Usage	picklist	255
`large_cap_equities__c`	Large Cap Equities	picklist	255
`lastmodifieddate`	Last Modified Date	datetime	0
`liquid_alternatives__c`	Liquid Alternatives	picklist	255
`mbs__c`	MBS	picklist	255
`main_page__c`	Main Page	url	255
`metroarea__c`	Metro Area	reference to: Metro_Area__c	18
`metro_area_name__c`	Metro Area Name	string	1300
`micro_cap_us_equities__c`	Micro Cap US Equities	picklist	255
`mid_cap_equities__c`	Mid Cap Equities	picklist	255
`minicipal_bonds__c`	Municipal Bonds	picklist	255
`models__c`	Models	picklist	255
`mutual_fund_family_name__c`	Mutual Fund Family Name	string	50
`mutual_fund_usage__c`	Mutual Fund Usage	picklist	255
`name`	Account Name	string	255
`news_page__c`	News Page	url	255
`non_discretionary_assets__c`	Non-Discretionary Assets	currency	0
`number_of_qps__c`	# of QPs	double	0
`ocio_business__c`	OCIO Business	picklist	255
`opportunity_description__c`	Opportunity Description	textarea	131072
`pn__c`	PN	string	4
`parentid`	Parent Account ID	reference to: Account	18
`parent_account__c`	Parent Account	reference to: Account	18
`participants_eoy__c`	Participants EOY	double	0
`phone`	Account Phone	phone	40
`plan_codes__c`	Plan Codes	string	50
`plan_type__c`	Plan Type	picklist	255
`plan_year__c`	Plan Year	string	4
`platform_description__c`	Platform Description	textarea	131072
`preferred_investment_vehicle__c`	Preferred Investment Vehicle	picklist	255
`private_credit_consultant_name__c`	Private Credit Consultant Name	string	1300
`private_credit_consultant__c`	Private Credit Consultant	reference to: Account	18
`private_credit__c`	Private Credit	picklist	255
`private_equity_consultant_name__c`	Private Equity Consultant Name	string	1300
`private_equity_consultant__c`	Private Equity Consultant	reference to: Account	18
`private_equity_fof__c`	Private Equity FOF	picklist	255
`private_equity__c`	Private Equity	picklist	255
`private_real_estate__c`	Private Real Estate	picklist	255
`quarterly_annual_report__c`	Quarterly/Annual Report	url	255
`ric_usage__c`	RIC Usage	picklist	255
`real_assets__c`	Real Assets	picklist	255
`real_estate_consultant_name__c`	Real Estate Consultant Name	string	1300
`real_estate_consultant__c`	Real Estate Consultant	reference to: Account	18
`real_estate_fof__c`	Real Estate FOF	picklist	255
`recordtypeid`	Record Type ID	reference to: RecordType	18
`research_team_overview__c`	Research Team Overview	textarea	131072
`select_lists__c`	Select Lists	picklist	255
`separate_account_usage__c`	Separate Account Usage	picklist	255
`small_cap_equities__c`	Small Cap Equities	picklist	255
`sub_advised_mf_family__c`	Sub-Advised MF Family	string	100
`tamp_name__c`	TAMP Name	string	1300
`tamp__c`	TAMP	reference to: Account	18
`total_participants__c`	Total Participants	double	0
`type`	Account Type	picklist	255
`ucits_usage__c`	UCITS Usage	picklist	255
`uhnw_division_name__c`	UHNW Division Name	string	1300
`uhnw_division__c`	UHNW Division	reference to: Account	18
`uma_usage__c`	UMA Usage	picklist	255
`venture_capital__c`	Venture Capital	picklist	255
`website`	Website	url	255
`x1031_exchange__c`	1031 Exchange	picklist	255

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Field Reference Table

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Field Reference Table