App Store

Top

Extras

  • Apps are customizations that modify, extend, or create additional functionality in AssetView
    Unlike Iphone Apps that generally sit on top of the platform (each a distinct environment), AssetView Apps are transformative, changing the way you interact with AssetView
  • As of today, all Apps are authored by AssetView
    In the future, Apps will be offered by third-parties - the App developer will always be clearly identified
  • As of today, all Apps come free with your subscription to AssetView
    A few Apps have limits on free use - see each App for details
How AssetView enables investors and advisors to see their unified portfolio across brokerages
  • AssetView Authored Apps
    Apps authored by AssetView are covered by AssetView's Privacy Policy privacy.
  • Third Party Authored Apps
    Third-party developer Apps are clearly marked as such. Before installing a third-party developer App, please review our license policy regarding third-party developer Apps and visit the third-party website to review their privacy policy. When you first set up AssetView, no third-party developer Apps are installed.
How AssetView enables investors and advisors to see their unified portfolio across brokerages
  • Auto-Enabled AssetView Apps
    When you first create an AssetView portfolio, dozens of AssetView Authored Apps are automatically turned on and stay on
  • Other Apps
    You may choose to turn on and off additional Apps at any time (turning off an App will not remove core AssetView functions)
How AssetView enables investors and advisors to see their unified portfolio across brokerages
System
Effects across the platform
Handler
Object data management
Source
Connector - integration point
Naming an account in AssetView

App types describe the type of functionality provided

App Pricing Terms

  • AssetView App pricing is monthly unless stated otherwise.
  • AssetView App subscription fees are prorated for the first month. Subsequent billing will be on your portfolio subscription anniversary date.

Custom Apps

Apps can be specifically authored for your organization. If you would like additional information, please contact us.