AssetView Advantages
Private, low cost, unified, powerful, insightful — AssetView excels
Private
Your personal investment data is yours
Secure
Unlocking your encrypted data requires your password and your Secret Key
Smart
Insight that helps you make superior investments
Flexible
Highly adaptable to meet requirements
Practical
Built by investors, for investors
Scalable
Manages enterprise volumes and complexities
Clarity
One clear view across accounts, investments, and managers
Control
Visibility into cash flows, tax impacts, and performance
Confidence
Make smarter decisions with complete information
Strategic and tactical planning in one place
Supports short-term investment tactics and long-term estate strategies
Automated
Sync and performance calculations
Time
Less effort managing documents and spreadsheets, more time living life
Market Comparison
Market Comparison
values and capabilities critical to your comfort and investing confidence
| Feature / Dimension | AssetView | Most Applications |
|---|---|---|
| Privacy-First | ✅ Your personal investment data is yours; it isn't shared or sold ✅ Your credentials aren't stored ✅ You choose if you want to share your portfolio with a family member, friend, or advisor | 🔻 Require access to client personal investment data or custodial control |
| Net Worth Tracking | ✅ Tracks in near-real time across all assets | 🔻 Only track some asset classes and updates to valuation are infrequent |
| Unified Multi-Party, Multi-Asset Portfolio | ✅ 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 | 🔻 Only handle traditional brokerage and banking relationships and assets |
| Cash Tracking and Liquidity Management | ✅ AssetView tracks your cash balance and cash flow for each account and cumulatively, and your cash balance at any future date based on planned transactions | 🔻 Don't track cash or only record at your current cash balance |
| 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 | 🔻 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 | 🔻 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 supports rules-based projections at a portfolio, account, asset class, and asset level (e.g. see the projected effects of asset re-balancing) | 🔻 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 | 🔻 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” | 🔻 Do not recognize, nest, and enable filtering and views for organizational structures |
| Accessibility | ✅ AssetView has institutional-grade analytics accessible without enterprise overhead | 🔻 Shallow without significant resources and effort |
| Price | ✅ Investor Edition is $15 / month | 🔻 Typically not available for use by individual investors; costs for these packages are usually $2,400+ / year |
| Trial Available | ✅ Yes, 30 days | 🔻 Offer a much shorter trial period or have models where your personal investment data is shared |
| Free Edition Available | ✅ Yes, sign up for Essential Edition that is free | 🔻 Don't have a free edition or have models where your personal investment data is shared |
Head-to-Head Comparisons
Private, low cost, unified, powerful, insightful — AssetView excels