Investment and portfolio optimization software
for investors and finance professionals
for investors and finance professionals
across financial relationships, time horizons, and asset classes
• • •
equities, fixed income, credit, crypto, real estate, private funds, and partnerships
The power of a unified portfolio
- Unified view across all asset classes (e.g. stocks, bonds, crypto, private funds, real estate)
- Unified view across brokerages (e.g. Schwab, JP Morgan, Fidelity) and other financial parties (e.g. bank, partnership)
- Each asset aggregated for positions across financial institutions (e.g. Apple stock held in 3 accounts)
- Transactional level detail across historical, current, and projected portfolio positions
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
- 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
Make it yours
- Customize your dashboards
- Customize your attributes on accounts, assets, and lots
- Customize your workflow with Apps
The fundamentals.
The AssetView team is dedicated to your financial success.
Private
Our thoughts are simple - your 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
You decide what is important to you.
Practical
Built by investors, for investors.
Scalable
Manages enterprise volumes and complexities.