Easy startup in three steps
from zero to a unified portfolio in minutes
- Click new portfolioview a populated sample sandbox if you wish
- Connect institutionsautomatic updates for brokerage and banking accounts
- Review your unified dashboardadjust settings, and you're done
Big Payoff
control your finance future - build wealth with ease and confidence
Automatic
net worth and holdings update automatically as new financial data arrives
Simple Controls
you tune the levers — clean settings, no complex spreadsheets
Time Savings
far more informative and clean than heavy-lift systems — save hours each week
AssetView Central
Resources at your fingertips
- Ramp up in ~15 minuteswith a guided screen tour on first launch
- Baseline Sandboxto see a fully loaded sample portfolio
- Short topical video libraryfor quick how-tos
- One-on-One guidance sessionson your schedule
- Risk-free 60 day trialsign-up now
Start with a risk-free trial of AssetView to simplify your life and build wealth with confidence.
Free Trial