Financial Advisors
turn client portfolios into clarity and trust
Clients expect holistic reporting across brokerage accounts, retirement plans, alternatives, crypto, and private equity. Custodial tools and standard dashboards rarely tell the whole story and can't keep up with the complexity. With AssetView, you spend your time on what matters: advising clients.
Relationship-Building with Clarity and Efficiency
- Client trust & transparency → holistic reporting across public and private markets, alternatives, and real assets; no gaps
- Efficiency → less spreadsheet/manual work, more time advising
- Differentiation → showing insights competitors can't
- Scalability → supporting more clients without adding staff
- Compliance & professionalism → branded, consistent, audit-ready reporting
AssetView Helps You Help Clients
- Clarity → One clear view for each client across their accounts and investments
- Performance → see each client's whole picture so you can help allocate assets properly
- Control → Visibility into cash flows, tax impacts, and performance so you can advise in advance
- Confidence → Make smarter decisions with complete information
- Privacy → Your clients' personal investment data stays secure and confidential
- Time → Less effort preparing, more time advising and building new relationships
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 for each client of their 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 financial advisors who demand privacy and control over a unified view of each client portfolio, including all parties, accounts and assets. Covering brokerage assets, banking assets, alternatives, and private holdings, you and your clients benefit from AssetView's powerful analytics, planning tools, and views that help you manage portfolios with clarity, confidence, and ease.
Envision Your Clients' Best Future
- See your clients' net worth today - and how it evolves on any future date
- Pinpoint the exact date your clients' net worth will exceed $N
- Discover when your clients can retire with confidence
- Plan ahead for client milestones like buying a second home or major investments
- Know when your clients' 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 client meetings and your clients' prepare for their financial future
- 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 deliver spot-on advice and the results your clients are seeking
Data and Privacy Control
- Client personal investment data is reserved for the client and you
- The client can choose to share access to their portfolio (e.g. with a family member) if they you want to
- Credentials aren't stored
- Personal investment data isn't shared or sold
- Control stays in your hands
Clients' personal investment data privacy is essential
Performance Tracking
- Know and share with your clients how they'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 your clients' finances the way you want to see them - and show your clients' their finances the way they want to see them
- Holistic view and helpful detail → go beyond standard custodial reports with fragmented snapshots
- Client specific views → big-picture wealth summaries for some, deep analytics for others
- Situation specific views → tailored insights that win trust
- 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 advising and building relationships
- Save hours per week while presenting clients with professional, consistent deliverables
- Automated reporting and performance calculations
- One sign-in - all your clients' 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 client 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 client 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 your clients' wealth with ease and confidence