AssetView has Solutions
Envision
- My net worth today and how it evolves on any future date
- The exact date your net worth will exceed $N
- When you can retire with confidence
- Feasible milestones like buying a second home or funding major investments
- When your passive income will surpass $N
- Your inflation-adjusted buying power over time to protect long-term wealth
Planning Answers
- Your cash balance today and on any future day
- Planned investments
- Which transactions are booked, pending, or planned
- Planned divestitures and maturing investments
- The affect on your portfolio of planned investments and divestitures
- Liquidity options to fund my planned investments
Position Answers
- Historical, current, and projected portfolio positions across all financial relationships?
- Positions of an asset across all financial institutions across time
- Historical, current, and projected portfolio risk
- Historical, current, and projected portfolio diversification
Performance Answers
- Historical, current, and projected performance, including rate of return and multiple-on-money, on an investment or group of investments
- Historical, current, and projected income, capital gains, and unrealized capital gains on an investment or group of investments
- The timing to sell an asset and optimize return
