Family Offices
clarity for complex, multi-generational portfolios
AssetView addresses the unique challenge of overseeing assets across custodians, managers, and entities—ranging from brokerage accounts and real estate to private equity and trusts. Most tools and spreadsheets offer fragments can't keep up with the complexity. AssetView makes it easy to get a timely, accurate picture of the family's full wealth.
The Complexity of Family Wealth
- Control & security over sensitive investment and family data
- Holistic visibility across public & private markets, alternatives, and real assets → no gaps
- Multi-generational planning → trusts, estates, philanthropy
- Complexity reduction across custodians, banks, and fund managers
- Custom views for principals, beneficiaries, and advisors
- Tax & cash flow forecasting across entities and jurisdictions
- Eliminating potential blind spots in governance, liquidity, and planning
- Efficiency → less spreadsheet/manual work, more time to properly weigh options
Operate with Confidence
- Clarity → One clear view across all entities
- Performance → see the whole picture so you can allocate assets properly
- Control → Visibility into cash flows, tax impacts, and performance so you can act in advance
- Confidence → Make smarter decisions with complete information
- Privacy → Family personal investment data stays secure and confidential
- Time → Less effort aggregating information and preparing
- Tooling → More easily and accurately assess investment opportunities
See details below... or start a risk-free trial of AssetView now to simplify your life and build your wealth with confidence
One Platform, Every Asset
- Holistic portfolio aggregation of every custodian, account, and asset for each client
- No more logging into multiple portals or maintaining complicated spreadsheets
- A unified view of custodians, brokerages, banks, accounts, trusts, beneficiaries, partnerships, and assets
- See public securities, private equity, hedge funds, real estate, crypto, and banking assets in one place
- Model, track, and project the full lifecycle of illiquid assets (private funds, direct investments, or co-investments) right alongside liquid holdings
AssetView is built for family offices who demand privacy and control over a unified view of a portfolio, including all parties, accounts and assets. Covering brokerage assets, banking assets, alternatives, and private holdings, you benefit from AssetView's powerful analytics, planning tools, and views that help you manage your family office with clarity, confidence, and ease.
Envision the Best Future
- See family net worth today - and how it evolves on any future date
- Pinpoint the exact date family net worth will exceed $N
- Plan ahead for family milestones and major investments
- Know when family passive income will surpass $N
Plan with Confidence
- Project cash flow scenarios, redemptions, and maturities → so distributions and obligations are met smoothly, without last-minute stress
- AssetView supports "Active Projected", “Lifetime”, and “Projected Lifetime” views of wealth based on transaction level projections
- AssetView also support algorithmic projections at a portfolio, account, asset class, and asset level (e.g. see the projected effects of asset re-balancing)
- Benefit from forward-looking planning → liquidity, taxes, and “what if” scenarios that help you prepare properly and quickly for meetings
- Anticipate and project cash flow scenarios, redemptions, and maturities so distributions (and other liquidity needs) and obligations (e.g. tax liabilities) are met smoothly, without last-minute stress — eliminate blind spots
AssetView planning equips you with scenarios, and insights - helping you attain the results your family office is seeking
Data and Privacy Control
- Family personal investment data is private
- You can choose to share access to a portfolio (e.g. with a family member) if you you want to
- Credentials aren't stored
- Control stays in your hands
Family personal investment data privacy is essential
Performance Tracking
- Know how you're really doing → see true performance
- Evaluate IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains etc.
- Real-time cash based return calculations even when crunching high investment transaction counts
- Profit from institutional-level analytics
Customize Views
- Tailored views to see family finances the way you want - and show vested parties financial data the way they want
- Holistic view and helpful detail → go beyond standard custodial reports with fragmented snapshots
- Situation specific views → from big-picture wealth summaries to deep analytics
- Customizable dashboards
- Customizable data filtered views
Privates Enlightened
- Easily keep tabs on an otherwise time-consuming myriad of individual reports
- Models, tracks, and projects the full lifecycle of illiquid assets (private funds, direct investments, or co-investments)
- Models and tracks capital calls, distributions, IRRs, and multiples — right alongside your clients' liquid holdings
It's Your Time
- Less time managing systems → more time to properly evaluate investment opportunities
- Save hours per week administering
- Automated reporting and performance calculations
- One sign-in - all family's numbers → clarity
- Strategic and tactical planning in one place → supports long-term estate strategies and short-term investment tactics
- Simplicity → Unified dashboard with automated updates of financial data
AssetView helps you build family wealth while giving you control over your time
AssetView Excels
AssetView Excels
Competitive Overview
| Feature / Dimension | AssetView | Most Systems |
|---|---|---|
| Privacy-First Architecture | ✅ AssetView is committed to privacy; personal investment data isn't shared or sold ✅ Credentials aren't stored ✅ Investors retain control over what data is shared and with whom | 🔻 Most competing tools have access to client personal investment data or require custodial control |
| Holistic Multi-Party, Multi-Asset Coverage | ✅ 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 either only handle traditional brokerage and banking, or require institutional scale to track alternatives |
| 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 | ✅ 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 algorithmic 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 have flexibility in recognizing, nest, and enable filtering and views for organizational structures |
| Accessibility | ✅ AssetView has institutional-grade analytics accessible without enterprise overhead | 🔻 Many tools are either shallow or require enterprise-level coordination and effort |
| Free 60 Day Trial | ✅ Start with a risk-free trial of AssetView to simplify your life and build wealth with confidence | 🔻 Most packages require a big, up-front commitment of money and time |
The AssetView Advantage
The AssetView Advantage
Competitive Matrix
| Feature / Dimension | AssetView | Addepar | Black Diamond | Kubera |
|---|---|---|---|---|
| Privacy & Data Control | ✅ Yes, credentials not stored, no selling of personal investment data | ✅ Enterprise-grade | ❌ Custodian-driven | ✅ Yes, subscription model |
| Cost | Moderate (starts at $15/month = $180/year or lower with volume discounts) | High | High | Moderate (starts at $249/year) |
| Accessibility | Individuals + offices | Enterprise-only | RIA contracts | Individuals + offices |
| Asset Class Coverage | ✅ Full coverage; Public + Private (alternatives, real estate, crypto, etc.) | ✅ Full coverage; Public + Private | 🔻 Partial coverage; mostly public + custodial accounts | 🔻 Partial coverage; Public + crypto + some manual private asset entry |
| Entity & Relationship Mapping | ✅ Yes - trusts, entities, beneficiaries | ✅ Yes (complex structures) | 🔻 Limited unless license extra module | ❌ No mappings |
| Transaction-Level Intelligence | ✅ Yes - IRR, multiples, cost basis, projections, cash flows | ✅ Yes (institutional analytics) | 🔻 Basic performance | 🔻 Limited (time-based return tracking) |
| Detailed Planning | ✅ Yes - liquidity, tax, projected lifetime wealth; algorithmic and transactional | 🔻 Primarily historical | 🔻 Primarily historical | 🔻 Limited (basic projections, not tax/liquidity aware) |
| Customizable Dashboards/Workflows | ✅ Yes - AssetView Apps Store lets you customize functionality | ❌ Rigid, institution-controlled | 🔻 Limited customization | ✅ Flexible dashboards |
| Ease of Adoption | ✅ Office or individual onboarding | ❌ Heavy lift, requires IT staff | ❌ Firm-wide implementation | ✅ Direct + manual inputs |
| Free Trial | 60 days | n/a | n/a | 14 days |
Family Offices Choose AssetView
Private, low cost, unified, powerful, insightful - AssetView excels
Start with a risk-free trial of AssetView to build family wealth with ease and confidence