AssetView Advantages

private, low cost, unified, powerful, insightful — AssetView excels

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	🔻 Other tools require access to client personal investment data or 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 Direct 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	Community edition is free	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 dashboard layouts and Apps	❌ 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

AssetView's Value

build wealth with ease and confidence

Clear visibility and control

Smart analytics and insight

Superior decisions and planning

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