View and Venture
invest with confidence and plan your best future
- Unified portfolio dashboardall relationships and assets classes with apples-to-apples performance metrics
- Powerful analytics to identify opportunities and riskstructured views and metrics to assess situational yields, risk-reward, and diversification across sector, geography, etc.
- Planning and projected net worth modelingwhat-if scenarios with planned events and levers to adjust key variables
- Efficient cash and tax managementcurrent and projected cashflow tracking and liquidity management; tax efficient investing and tax loss harvesting
- Easyramp up in minutes
Wow Moments
AssetView puts me in control of my investments. I see my full financial picture in one clear, connected view and I have a plan for my financial future that truly makes sense. It’s built with powerful, intuitive tools across every asset class — and there’s always something new to discover. From performance tracking to tax and liquidity insights, the features help me make better investment decisions.
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®