About the App Store

Apps are transformative - they modify, extend, or create additional functionality in AssetView

System

perform functions across the platform

Handler

perform specific functions like defining an asset

Source

connect other systems with AssetView

Free Apps

Auto-Enabled Free Apps
When you create a portfolio, free Apps authored by AssetView are automatically turned on and stay on
Other Apps
You may choose to turn on and off additional Apps at any time

How AssetView enables investors and advisors to see their unified portfolio across brokerages

Privacy

AssetView Authored Apps
Currently, all Apps are authored by AssetView. Apps authored by AssetView are covered by AssetView's Privacy Policy.

Third-Party App Authoring

In the future, Apps will be offered by third-parties - the App developer will always be clearly identified. Before installing a third-party developer App, please review our policy regarding third-party developer Apps and visit the third-party website to review their privacy policy.

App Pricing

App pricing is monthly unless stated otherwise.

Custom Apps

Apps can be authored specifically for your organization. For additional information, please contact us.