AssetView logoAssetView

The Financial Engine

software trusted by investors and financial professionals to organize complex financial information, uncover opportunities, and make optimal real-time decisions
  • Unified Dashboard
    dashboard across all relationships and assets classes with apples-to-apples performance metrics
  • Projected Net Worth Modeling
    see how your net worth grows and explore what-if scenarios with levers that adjust key variables
  • Flexible Data Slicing
    powerful slicing to analyze risk level, geographical diversification, sector dispersion, etc.
  • Powerful Analytics
    structured views and analytics to assess situational yields and risk-reward scenarios
  • Efficient Tax Handling
    enables tax efficient investing and tax loss harvesting
  • Smart Cash Management
    cashflow by account and asset, and available cash balance today and at any future date for each account
  • Easy
    Ramp up in ~30 minutes on a risk-free 60 day trial

Solutions

Solutions

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.
Fixed Income - FixedFlow
structured views of positions to easily assess staggered maturities, situational yields, and risk-reward scenarios
Tax Management - TaxEase
tracks realized and unrealized gains by lots on all accounts and asset classes for tax efficient investing and tax loss harvesting

Clarity for success

Clarity for success

  • Automatic feeds from your financial institutions
  • Powerful slicing to analyze a multitude of aspects starting with risk and liquidity
  • The industry's best zoom lens to glide between wide-angle portfolio survey and investment micro-tuning
  • Financial gymnastics equipment with the power to number crunch through investment planning permutations
  • Elastic planning environment with transactional and algorithmic planning tools

Deep performance insights

Deep performance insights

  • Performance by internal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential
  • Cost basis and unrealized gain by asset by lot (including crypto wallets)
  • Historical, current, and projected performance for financial parties, accounts, or assets
  • Structured data specific to asset class (e.g. unfunded commitments on private funds, multiple calls for bonds)
  • Current versus planned performance to know when to sell an asset and optimize your return

Intelligent tools

Intelligent tools

  • Manage liquidity (e.g. cash balances today and on any future date) to optimize return and fund planned investments
  • Manage your current and projected portfolio risk, diversification, and balancing across booked, pending, and planned transactions
  • Manage planned divestitures and maturing investments
  • Manage planned investments and specific transactions and see the effects on future portfolio performance, cash flow and balancing
  • Manage your current and projected tax liability
  • Optimize your positions and your planning
  • Performance by internal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential

Make it yours

Make it yours

  • Customize your dashboards
  • Customize your attributes on accounts, assets, and lots
  • Customize 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
AssetView Quick Screen Tour
▶
  • Click new portfolio
    view a populated sample sandbox if you wish
  • Connect institutions
    read-only encrypted automatic updates from brokerage and banking accounts
  • Review your unified dashboard
    adjust 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
AssetView is packed with powerful features and there's always something new to explore - a great resource for anyone who wants to take control of their finances.

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®

Get Started

Private, low cost, unified, powerful, insightful — a must have to stay on top of your finances

Free trial for 60 days