Investors

exceed your goals - simplify getting there

Confidence in Building Wealth

Clarity
one clear view across accounts, investments, and managers
Control
visibility into cash flows, tax impacts, and performance
Confidence
make smarter decisions with complete information
Privacy
your personal investment data stays secure and confidential
Time
less effort managing spreadsheets, more time living life

One Platform, Every Asset

Unified view of relationships
custodians, brokerages, banks, accounts, trusts, beneficiaries, partnerships, and assets
Unified view of assets
public securities, private equity, hedge funds, real estate, crypto, and banking assets in one place
Model, track, and project the full lifecycle of illiquid assets right alongside liquid holdings
real estate, private funds, direct investments, co-investments, etc.
Easier
no more logging into multiple portals or maintaining complicated spreadsheets

AssetView Unified Dashboard

Life Planner For Your Best Future

Net worth over time
see your worth today and how it evolves on any future date - pinpoint when net worth will exceed $N
Combines algorithmic projections with life events
calculations based on rates of growth along with events such as retirement and the purchase of a second home
Achievements and milestones
plan ahead for major investments and charitable contributions
Legacy
know when passive income will surpass $N
Comfort
know when you can retire with confidence

AssetView Life Planner

Transactional Planning

Project cash flow scenarios, redemptions, and maturities
distributions and obligations are met smoothly, without last-minute stress
AssetView supports "Active Projected", “Lifetime”, and “Projected Lifetime” views of wealth
based on transaction level projections
Benefit from forward-looking planning
liquidity, taxes, and “what if” scenarios that help you prepare properly and quickly for meetings
Anticipate and project cash flow scenarios, redemptions, and maturities
distributions (and other liquidity needs) and obligations (e.g. tax liabilities) are met smoothly, without last-minute stress — eliminate blind spots

AssetView Transactional Planning

Performance Tracking

See your true performance
know how you're really doing
Go beyond standard reports
not just what your broker/advisor shows, not just fragmented snapshots
Accurate and helpful evaluation
transactional investment analysis with IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
Real-time cash based return calculations
even when crunching high investment transaction counts
Profit from institutional-level analytics
usually reserved for family offices and private funds

AssetView Performance Tracking

Customize Your View

Tailored views
see your finances the way you want to see them
Holistic views and helpful detail
go beyond standard custodial/advisor reports with fragmented snapshots
Situation specific views
from big-picture wealth summaries to deep analytics for investment analysis
Customizable
layout driven dashboards and filtered views based on custom attributes

AssetView Customize

Data and Privacy Control

Share your data with an advisor or family member
Credentials aren't stored
Personal investment data isn't shared or sold
Control stays in your hands

AssetView Privacy

It's Your Time

More time living
less time managing spreadsheets - save hours per week
Automated
reporting and performance calculations
One sign-in
all your numbers → clarity
Strategic and tactical planning in one place
supports long-term estate strategies and short-term investment tactics
Simplicity
unified dashboard with automated updates of financial data

AssetView Excels

Competitive Overview

Feature / Dimension	AssetView	Most Systems
Privacy-First Architecture	✅ AssetView is committed to privacy; personal investment data isn't shared or sold ✅ Credentials aren't stored ✅ Investors retain control over what data is shared and with whom	🔻 Competing retail tools have access to client personal investment data or require custodial control
Holistic Multi-Party, Multi-Asset Coverage	✅ Tracks across all parties — traditional brokerages, crypto brokerages, banks, private funds, private placements ✅ Tracks all asset classes — public securities, crypto, real estate, private equity, hedge funds, venture, alternatives, banking, and planned transactions	🔻 Most platforms either only handle traditional brokerage and banking, or require institutional scale to track alternatives
Performance Evaluation	✅ AssetView analyzes historical, active, and projected positions ✅ IRR, multiple-on-invested-capital, cost basis, cash flow schedules ✅ Future-looking “what if” planning for planned investments/divestitures	🔻 Most tools only show current positions
Transaction-Level Intelligence and Analytics	✅ AssetView supports transactional detail across all asset classes ✅ AssetView rolls up transactions to lots enabling best-case decisions, even across brokerages, when closing a position	🔻 Most tools only show positions
Planning	✅ AssetView extends to forward planning, liquidity forecasting, and tax projections ✅ AssetView supports "Active Projected", “Lifetime”, and “Projected Lifetime” views of wealth based on transaction level projections ✅ AssetView also support algorithmic projections at a portfolio, account, asset class, and asset level (e.g. see the projected effects of asset re-balancing)	🔻 Many platforms stop at reporting; “Here's what you own" or show a simple portfolio level growth rate
Customizable Workflows & Dashboards	✅ AssetView Apps Store lets you customize functionality ✅ Users can configure their dashboards, reporting, and analytics	🔻 Competing tools are rigid: one-size-fits-all dashboards, with little flexibility
Entity + Relationship Mapping	✅ Built for complex ownership structures: trusts, family entities, beneficiaries, joint accounts ✅ Clearly maps “who owns what,” not just “what exists”	🔻 Most systems do not recognize, nest, and enable filtering and views for organizational structures
Accessibility	✅ AssetView has institutional-grade analytics accessible without enterprise overhead	🔻 Most retail tools are shallow
Trial Available	✅ 30 days	🔻 Most packages offer a much shorter trial period or have models where your personal investment data is shared
Free Edition Available	✅ Yes, sign up for Community Edition that is free	🔻 Most packages do not have a free edition or have models where your personal investment data is shared

AssetView Advantages

Competitive Matrix

Feature / Dimension	AssetView	Personal Capital	Kubera
Privacy & Data Control	✅ Yes, credentials not stored, no selling of personal investment data	❌ Monetizes via marketing/up-selling advisory services	✅ Yes, subscription model
Cost	Moderate (starts at $15/month = $180/year or lower with volume discounts)	Free, subsidized by advisory up-sells	Moderate (starts at $249/year)
Accessibility	Individuals + offices	Individuals	Individuals + offices
Asset Class Coverage	✅ Full coverage; Public + Private (alternatives, real estate, crypto, etc.)	🔻 Partial coverage; Public + bank accounts	🔻 Partial coverage; Public + crypto + some manual private asset entry
Entity & Relationship Mapping	✅ Yes - trusts, entities, beneficiaries	❌ No mappings	❌ No mappings
Transaction-Level Intelligence and Analytics	✅ Yes - IRR, multiples, cost basis, projections, cash flows	❌ None (focus on balances, budgeting)	🔻 Limited (time-based return tracking)
Detailed Planning	✅ Yes (liquidity, tax, projected lifetime wealth; algorithmic and transactional)	🔻 Retirement planning, cash flow	🔻 Limited (basic projections, not tax/liquidity aware)
Customizable Dashboards/Workflows	✅ Yes - configurable layouts and Apps model	❌ Fixed interface	✅ Flexible dashboards
Ease of Adoption	✅ Office or individual onboarding	✅ Individual onboarding	✅ Direct + manual inputs
Free Trial	✅ 30 days	🔻 Free, subsidized by advisory up-sells	✅ 14 days
Free Edition Available	✅ Yes, sign up for Community Edition that is free	🔻 Free, subsidized by advisory up-sells	❌ Not available

Investors Choose AssetView

Private, low cost, unified, powerful, insightful - AssetView excels