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Preferred Stock

Track preferred stock investments in AssetView including dividend yields, call dates, and par value tracking.

Overview

AssetView's Preferred Stock App does not yet provide a specific structure for preferred stock asset creation. A preferred stock asset has all of the same core management facilities available to you as other asset types in AssetView.

Other

Track miscellaneous assets in AssetView that don't fit standard categories using flexible asset creation tools.

Private Funds

Track private equity and venture capital fund investments in AssetView including capital calls, distributions, and IRR calculations.