Getting Started
AssetView is investment and portfolio optimization software across all asset classes, financial relationships, and time horizons for investors and finance professionals.
Things to Know
- AssetView is accessed via browser and requires an Internet connection.
- Updates to AssetView are either presented to you when you open AssetView or implemented automatically when you close and then re-open the application.
- AssetView is optimized for wide-screen display.
- When you first open AssetView, you will enter AssetView Central that includes a startup guide.
- Please visit our video library to quickly come up to speed on AssetView.
