AssetView Advantages
private, low cost, unified, powerful, insightful — AssetView excels
| Feature / Dimension | AssetView | Most Systems |
|---|---|---|
| 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 | 🔻 Other tools require access to client personal investment data or custodial control |
| Net Worth Tracking | ✅ Tracks in near-real time across all assets | 🔻 Most platforms 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 | 🔻 Most platforms 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 | 🔻 Most tools do not 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 | 🔻 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 rules-based 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 |
| Price | ✅ Investor Edition is $15 / month | 🔻 Comparable packages are typically not available for use by individual investors; costs for these packages are usually $2,400+ / year |
| Trial Available | ✅ Yes, 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 Essential Edition that is free | 🔻 Most packages do not have a free edition or have models where your personal investment data is shared |