The Financial Dashboard
software trusted by investors and financial professionals to organize financial information, uncover opportunities, model future outcomes, and make optimal real-time decisions
- Unified dashboarddashboard across all relationships and assets classes with apples-to-apples performance metrics
- Projected net worth modelingsee how your net worth grows and explore what-if scenarios with levers that adjust key variables
- Flexible data slicinganalyze risk level, geographical diversification, sector dispersion, etc.
- Powerful analytics to identify opportunitiesstructured views and analytics to assess situational yields and risk-reward scenarios
- Efficient tax handlingenables tax efficient investing and tax loss harvesting
- Smart cash managementcashflow by account and asset, and available cash balance today and at any future date for each account
- EasyRamp up in ~30 minutes on a risk-free 60 day trial
Solutions
Solutions
Yes, they are all included with your AssetView subscription
Unified Portfolio - Unifolio
dashboard across all relationships and assets with apples-to-apples performance metrics across all asset classes
Real Estate - Panoramics
tracking, evaluating, and analyzing across ownership structures with custom fields per real estate holding
Crypto - CryptoPower
professional-grade oversight blending seamless integrations with exchanges and wallets, consolidated tracking, and analytics
Planning - Envision
see how your net worth grows and explore what-if scenarios with levers that adjust key variables
Cash Management - LiquiCash
cashflow by account and asset, and available cash balance today and at any future date for each account
Private Funds - PrivaTrac
dashboard across all relationships and funds with commitment tracking, structured views, and comprehensive analytics
Public Equities - PubliTrac
aggregated view of positions with powerful slicing to analyze risk level, geographical diversification, sector dispersion, etc.
Clarity for success
Clarity for success
- Automatic (if you want it)updates from your financial institutions
- Easily customized data slicingpowerful slicing to analyze a multitude of aspects starting with risk and liquidity
- Zoom lensthe industry's best zoom lens to glide between wide-angle portfolio survey and investment micro-tuning
- Number crunchfinancial gymnastics equipment with the power to number crunch through investment planning permutations
- Elastic planning environmentwith transactional and algorithmic planning tools
Deep performance insights
Deep performance insights
- Performance metricsinternal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential
- Performance at every level of the rollupHistorical, current, and projected performance for financial parties, accounts, assets, and lots
- Structured views by asset classspecific, detailed views (e.g. unfunded commitments on private funds, multiple calls for bonds)
- Scenario evaluationCurrent versus planned performance to know when to sell an asset and optimize your return
- Tax efficiency and tax loss harvestingcost basis and unrealized gain by asset by lot (including crypto wallets)
Intelligent tools
Intelligent tools
- Manage liquiditycash balances today and on any future date to optimize return and fund planned investments
- Manage risk, diversification, etc.current and projected portfolio risk, diversification, and balancing across booked, pending, and planned transactions
- Manage exitsplanned divestitures and maturing investments
- Manage entriesManage planned investments and specific transactions and see the effects on future portfolio performance, cash flow and balancing
- Manage timingoptimize your positions and your planning
- Manage taxyour current and projected tax liability
- Manage performanceinternal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential
Make it yours
Make it yours
- Configure your dashboards
- Customize your attributes on accounts, assets, and lots
- Choose your workflow with Apps
The fundamentals
AssetView's team is dedicated to your financial success
Private
Your personal investment data is yours
Secure
Our approach and toolset are constantly evolving with the ever-changing dynamics of data security
Smart
Insights that help you make superior investing decisions
Flexible
Highly adaptable to meet requirements
Practical
Built by investors, for investors
Scalable
Manages enterprise volumes and complexities
Easy startup in three steps
Easy startup in three steps
from zero to a unified portfolio in 30 minutes
- Click new portfolioview a populated sample sandbox if you wish
- Add data or connect institutionsadd accounts and assets for self-custody or connect institutions for read-only encrypted automatic updates from brokerage and banking accounts
- Review your unified dashboardadjust settings, and you're done
Big Payoff
Big Payoff
control your financial future - build wealth with ease and confidence
Automatic
net worth and holdings update automatically as new financial data arrives
Simple Controls
tune with levers to project your financial future
Time Savings
far more informative and clean than heavy-lift systems — save hours each week
Wow Moments
AssetView is a great tool for anyone who wants to take control of their finances and have a financial plan that makes sense. It's packed with powerful features across asset classes and there's always something new to explore.
Mike H
Investor
AssetView gives me a complete view of my clients' financial lives, making it easier to design the right asset allocation across their entire portfolio. It streamlines tax-efficient planning and simplifies preparation for client meetings with intuitive dashboards, freeing my time and energy to focus on providing meaningful advice. It’s an exceptional tool for modern advisors.
Michael F
CFP®
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Private, low cost, unified, powerful, insightful .