AssetView logoAssetView

Insurance

Track insurance products in AssetView including life insurance policies, annuities, and cash value tracking.

Overview

AssetView's Insurance App does not yet provide a specific structure for insurance asset creation. An insurance asset has all of the same core management facilities available to you as other asset types in AssetView.

Infrastructure

Track infrastructure investments in AssetView including energy, transportation, and utility project holdings.

Money Market Funds (MMF)

Track money market fund holdings in AssetView for cash management and short-term liquidity tracking.