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Family Offices

clarity for complex, multi-generational portfolios

Oversight

  • Control & security
    over sensitive investment and family data
  • Holistic visibility
    across public & private markets, alternatives, and real assets → no gaps
  • Multi-generational planning
    trusts, estates, philanthropy
  • Complexity reduction
    across custodians, banks, and fund managers
  • Custom views
    for principals, beneficiaries, and advisors
  • Tax & cash flow forecasting
    across entities and jurisdictions
  • Eliminating potential blind spots
    in governance, liquidity, and planning
  • Efficiency
    less spreadsheet/manual work, more time to properly weigh options
AssetView for Family Offices

Operate with Confidence

  • Clarity
    One clear view across all entities
  • Performance
    see the whole picture so you can allocate assets properly
  • Control
    Visibility into cash flows, tax impacts, and performance so you can act in advance
  • Confidence
    make smarter decisions with complete information
  • Privacy
    family personal investment data stays secure and confidential
  • Time
    less effort aggregating information and preparing
  • Tooling
    more easily and accurately assess investment opportunities

One Platform, Every Asset

  • Unified view of relationships
    custodians, brokerages, banks, accounts, trusts, beneficiaries, partnerships, and assets
  • Unified view of assets
    public securities, private equity, hedge funds, real estate, crypto, and banking assets in one place
  • Model, track, and project the full lifecycle of illiquid assets right alongside liquid holdings
    real estate, private funds, direct investments, co-investments, etc.
  • Easier
    no more logging into multiple portals or maintaining complicated spreadsheets

Life Planner For The Best Future

  • Net worth over time
    see family net worth today - and how it evolves on any future date
  • Achievements
    pinpoint when family net worth will exceed $N
  • Milestones
    plan ahead for major investments and charitable contributions
  • Legacy
    know when family passive income will surpass $N

Transactional Planning

  • Project cash flow scenarios, redemptions, and maturities
    distributions and obligations are met smoothly, without last-minute stress
  • AssetView supports "Active Projected", “Lifetime”, and “Projected Lifetime” views of wealth
    based on transaction level projections
  • Benefit from forward-looking planning
    liquidity, taxes, and “what if” scenarios that help you prepare properly and quickly for meetings
  • Anticipate and project cash flow scenarios, redemptions, and maturities
    distributions (and other liquidity needs) and obligations (e.g. tax liabilities) are met smoothly, without last-minute stress — eliminate blind spots



Performance Tracking

  • See true performance
    know and share with your clients how they're really doing
  • Accuracy
    transactional investment analysis with IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
  • Real-time cash based return calculations
    even when crunching high investment transaction counts
  • Profit from institutional-level analytics
    Power and detail

Privates Enlightened

  • Easily keep tabs
    on an otherwise time-consuming myriad of individual reports
  • Supports all types
    private funds, direct investments, co-investments, etc.
  • Models, tracks, and projects the full lifecycle including capital calls, distributions, IRRs, multiples. etc.
    right alongside your clients' liquid holdings

Customize Views

  • Tailored views
    see your clients' finances the way you want to see them - show your clients' their finances the way they want to see them
  • Holistic view and helpful detail
    go beyond standard custodial reports with fragmented snapshots
  • Client specific views
    big-picture wealth summaries for some, deep analytics for others
  • Situation specific views
    tailored insights that win trust
  • Customizable dashboards
  • Customizable data filtered views

Data and Privacy Control

  • Family personal investment data is private
  • You can choose to share access to a portfolio (e.g. with a family member) if you you want to
  • Credentials aren't stored
  • Control stays in your hands
  • Beneficiary & Legacy Access - trusted contacts can access your portfolio if you're inactive

It's Your Time

  • More time to properly evaluate investment opportunities
    less time managing systems - save hours per week administering
  • Automated
    reporting and performance calculations
  • One sign-in
    all family's numbers → clarity
  • Strategic and tactical planning in one place
    supports long-term estate strategies and short-term investment tactics
  • Simplicity
    unified dashboard with automated updates of financial data
AssetView saves time

AssetView Excels

AssetView Excels

Competitive Overview
Feature / DimensionAssetViewMost 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		🔻 Most competing tools have access to client personal investment data or require 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 have flexibility in recognizing, nest, and enable filtering and views for organizational structures
Accessibility✅ AssetView has institutional-grade analytics accessible without enterprise overhead🔻 Many tools are either shallow or require enterprise-level coordination and effort
Trial Available✅ 30 days🔻 Few packages offer trials because they require a big, up-front commitment of money and time
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 Advantages

AssetView Advantages

Competitive Matrix
Feature / DimensionAssetViewAddeparBlack DiamondKubera
Privacy & Data Control✅ Yes, credentials not stored, no selling of personal investment data✅ Enterprise-grade❌ Custodian-driven✅ Yes, subscription model
CostBusiness Edition as low as $6/month/portfolio with volume discountsHighHighModerate (starts at $249/year)
AccessibilityIndividuals + officesEnterprise-onlyRIA contractsIndividuals + offices
Asset Class Coverage✅ Full coverage; Public + Private (alternatives, real estate, crypto, etc.)✅ Full coverage; Public + Private🔻 Partial coverage; mostly public + custodial accounts🔻 Partial coverage; Public + crypto + some manual private asset entry
Entity & Relationship Mapping✅ Yes - trusts, entities, beneficiaries✅ Yes (complex structures)🔻 Limited unless license extra module❌ No mappings
Transaction-Level Intelligence and Analytics✅ Yes - IRR, multiples, cost basis, projections, cash flows✅ Yes (institutional analytics)🔻 Basic performance🔻 Limited (time-based return tracking)
Detailed Planning✅ Yes - liquidity, tax, projected lifetime wealth; algorithmic and transactional🔻 Primarily historical🔻 Primarily historical🔻 Limited (basic projections, not tax/liquidity aware)
Customizable Dashboards/Workflows✅ Yes - configurable dashboard layouts and Apps❌ Rigid, institution-controlled🔻 Limited customization✅ Flexible dashboards
Ease of Adoption✅ Office or individual onboarding❌ Heavy lift, requires IT staff❌ Firm-wide implementation✅ Direct + manual inputs
Free Trial✅ 30 days❌ Not available❌ Not available✅ 14 days
Free Edition Available✅ Yes, sign up for Community Edition that is free❌ Not available❌ Not available❌ Not available

Family Offices Choose AssetView

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

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