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Financial Advisors

powering relationships

Grow Your Advisory

  • Increase AUM → through visibility to your clients' unified portfolios
    Help allocate assets properly and add-value with AssetView's investment performance analysis and optimization tools
  • Win Client Trust → with better financial planning
    AssetView combines the industry's best real-time roll-up transactional planning tool with Life Planner, the industry's best algorithmic projection system
  • Win Client Loyalty → by showing insights competitors can't
    Differentiate your services with easy, specific tuning to a client and/or situation
  • Increase Your Scalability → by supporting more clients without adding staff
    Less effort preparing, more time advising and building new relationships
How AssetView enables investors and advisors to see their unified portfolio across brokerages

Relationship-Building with Clarity and Efficiency

  • Clarity
    one clear view for each client across their relationships and assets - no gaps
  • Performance
    make smarter decisions with complete information and better investment analysis
  • Confidence
    visibility into cash flows, tax impacts, and investment performance so you can advise in advance
  • Professionalism and Custom Fit
    insights presented clearly that are client and situation specific

One Platform, Every Asset

  • Increase AUM
    through visibility to your clients' unified portfolios
  • Easily and securely provide a unified view for each client
    custodians, brokerages, banks, accounts, trusts, beneficiaries, and partnerships across all asset classes - no gaps
  • Easily and securely provide holistic reporting
    across public securities, private equity, real estate, crypto, alternative, LLC assets, etc. - no gaps
  • Help allocate assets properly
    add-value based on AssetView's investment performance analysis and optimization tools
  • Model, track, and project the full lifecycle of illiquid assets right alongside liquid holdings
    real estate, private funds, direct investments, or co-investments

Life Planner For Your Clients' Best Future

  • Net worth over time
    see your clients' net worth today - and how it evolves on any future date
  • Achievements
    pinpoint when your clients' net worth will exceed $N
  • Project retirement preparedness
    discover when your clients can retire with confidence
  • Milestones
    plan ahead for client milestones like buying a second home or major investments
  • Comfort
    know when your clients' 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
  • AssetView also support algorithmic projections
    at a portfolio, account, asset class, and asset level (e.g. see the projected effects of asset re-balancing)
  • Benefit from forward-looking planning
    liquidity, taxes, and “what if” scenarios that help you prepare properly and quickly for client meetings and your clients' prepare for their financial future
  • 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

It's Your Time

  • More time advising and building relationships
    less time managing systems
  • Easily present clients with professional, consistent deliverables
    save hours per week
  • Automated
    reporting and performance calculations
  • One sign-in
    all your clients' 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 DiamondKuberaeMoney PremierRightCapitalMoneyGuidePro
Privacy & Data Control✅ Yes, credentials not stored, no selling of personal investment data✅ Enterprise-grade❌ Custodian-driven✅ Yes, subscription model🔻 Advisor-controlled; data stored in eMoney cloud, no resale🔻 Advisor-controlled; strong compliance but SaaS-hosted🔻 Advisor-controlled; SaaS-hosted
CostBusiness Edition as low as $6/month/portfolio with volume discountsHighHighModerate (starts at $249/year)High (~$5K+/yr per advisor seat)Moderate (~$2.1K-$3K/yr per advisor seat)Lower (~$1.3K-$1.5K/yr per advisor seat)
AccessibilityIndividuals + Offices + Advisors + RIA firmsEnterprise-onlyRIA contractsIndividuals + officesAdvisors + RIA firmsAdvisors + RIA firmsAdvisors + RIA firms
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🔻 Primarily financial accounts, limited alternatives/manual for privates🔻 Weaker alternatives/privates🔻 Weaker on alternatives/privates
Entity & Relationship Mapping✅ Yes - trusts, entities, beneficiaries✅ Yes (complex structures)🔻 Limited unless license extra module❌ No mappings🔻 Household/client centric; not deep entity mapping🔻 Household-centric; some family linkage, not entity-depth❌ No formal entity mapping (client + goals only)
Detailed Planning✅ Yes - liquidity, tax, projected lifetime wealth; algorithmic and transactional🔻 Primarily historical🔻 Primarily historical🔻 Limited (basic projections, not tax/liquidity aware)✅ Comprehensive (goals, cash flow, tax, estate, Monte Carlo)✅ Comprehensive (goals, cash flow, tax)✅ Strong goal-based planning; limited tax/estate
Transaction-Level Intelligence and Analytics✅ Yes - IRR, multiples, cost basis, projections, cash flows✅ Yes (institutional analytics)🔻 Basic performance🔻 Limited (time-based return tracking)🔻 Limited, plan-focused, not transaction-deep🔻 Limited; cash flow + tax, but not transaction-deep❌ No (performance not transaction-level)
Customizable Dashboards/Workflows✅ Yes - configurable dashboard layouts and Apps❌ Rigid, institution-controlled🔻 Limited customization✅ Flexible dashboards🔻 Advisor portal customizable; client portal semi-rigid✅ Modern + flexible; strong visual planning tools🔻 Moderate flexibility; mostly structured workflows
Ease of Adoption✅ Office or individual onboarding❌ Heavy lift, requires IT staff❌ Firm-wide implementation✅ Direct + manual inputs🔻 Office onboard, requires training✅ Office onboarding✅ Office onboarding
Free Trial✅ 30 days❌ Not available❌ Not available✅ 14 days❌ Not available❌ Not available❌ Not available
Free Edition Available✅ Yes, sign up for Community Edition that is free❌ Not available❌ Not available❌ Not available❌ Not available❌ Not available❌ Not available

Financial Advisors Choose AssetView

Low cost, unified, powerful, insightful - AssetView excels

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