AssetView logoAssetView

Financial Advisors

powering relationships

Grow Your Advisory

  • Increase AUM → through visibility to your clients' unified portfolios
    Help allocate assets properly and add-value with AssetView's investment performance analysis and optimization tools
  • Win Client Trust → with better financial planning
    AssetView combines the industry's best real-time roll-up transactional planning tool with Life Planner, the industry's best rules-based and life-event-based projection system
  • Win Client Loyalty → by showing insights competitors can't
    Differentiate your services with easy, specific tuning to a client and/or situation
  • Increase Your Scalability → by supporting more clients without adding staff
    Less effort preparing, more time advising and building new relationships
AssetView financial advisor dashboard for unified client portfolio management across custodians and asset classes

Relationship-Building with Clarity and Efficiency

  • Clarity
    one clear view for each client across their relationships and assets - no gaps
  • Performance
    make smarter decisions with complete information and better investment analysis
  • Confidence
    visibility into cash flows, tax impacts, and investment performance so you can advise in advance
  • Professionalism and Custom Fit
    insights presented clearly that are client and situation specific

One Platform, Every Asset

  • Increase AUM
    through visibility to your clients' unified portfolios
  • Easily and securely provide a unified view for each client
    custodians, brokerages, banks, accounts, trusts, beneficiaries, and partnerships across all asset classes - no gaps
  • Easily and securely provide holistic reporting
    across public securities, private equity, real estate, crypto, alternative, LLC assets, etc. - no gaps
  • Help allocate assets properly
    add-value based on AssetView's investment performance analysis and optimization tools
  • Model, track, and project the full lifecycle of illiquid assets right alongside liquid holdings
    real estate, private funds, direct investments, or co-investments

Life Planner For Your Clients' Best Future

  • Net worth over time
    see your clients' net worth today - and how it evolves on any future date
  • Achievements
    pinpoint when your clients' net worth will exceed $N
  • Project retirement preparedness
    discover when your clients can retire with confidence
  • Milestones
    plan ahead for client milestones like buying a second home or major investments
  • Comfort
    know when your clients' passive income will surpass $N

Transactional Planning

  • Project cash flow scenarios, redemptions, and maturities
    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 rules-based 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
    distributions (and other liquidity needs) and obligations (e.g. tax liabilities) are met smoothly, without last-minute stress — eliminate blind spots

Performance Tracking

  • See true performance
    know and share with your clients how they're really doing
  • Accuracy
    transactional investment analysis with 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
    Power and detail

Privates Enlightened

  • Easily keep tabs
    on an otherwise time-consuming myriad of individual reports
  • Supports all types
    private funds, direct investments, co-investments, etc.
  • Models, tracks, and projects the full lifecycle including capital calls, distributions, IRRs, multiples. etc.
    right alongside your clients' liquid holdings

Customize Views

  • Tailored views
    see your clients' finances the way you want to see them - 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

It's Your Time

  • More time advising and building relationships
    less time managing systems
  • Easily present clients with professional, consistent deliverables
    save hours per week
  • 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 saving advisors time with automated reporting and unified client dashboards

AssetView Excels

AssetView Excels

Competitive Overview
Feature / DimensionAssetViewMost 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 and Analytics✅ 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 rules-based 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
Trial Available✅ 30 days🔻 Few packages offer trials because they require a big, up-front commitment of money and time
Free Edition Available✅ Yes, sign up for Essential Edition that is free🔻 Most packages do not have a free edition or have models where your personal investment data is shared

AssetView Advantages

AssetView Advantages

Competitive Matrix
Feature / DimensionAssetViewAddeparBlack DiamondKuberaeMoney PremierRightCapitalMoneyGuidePro
Privacy & Data Control✅ Yes, credentials not stored, no selling of personal investment data✅ Enterprise-grade❌ Custodian-driven✅ Yes, subscription model🔻 Advisor-controlled; data stored in eMoney cloud, no resale🔻 Advisor-controlled; strong compliance but SaaS-hosted🔻 Advisor-controlled; SaaS-hosted
CostBusiness Edition as low as $6/month/portfolio with volume discountsHighHighModerate (starts at $249/year)High (~$5K+/yr per advisor seat)Moderate (~$2.1K-$3K/yr per advisor seat)Lower (~$1.3K-$1.5K/yr per advisor seat)
AccessibilityIndividuals + Offices + Advisors + RIA firmsEnterprise-onlyRIA contractsIndividuals + officesAdvisors + RIA firmsAdvisors + RIA firmsAdvisors + RIA firms
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🔻 Primarily financial accounts, limited alternatives/manual for privates🔻 Weaker alternatives/privates🔻 Weaker on alternatives/privates
Entity & Relationship Mapping✅ Yes - trusts, entities, beneficiaries✅ Yes (complex structures)🔻 Limited unless license extra module❌ No mappings🔻 Household/client centric; not deep entity mapping🔻 Household-centric; some family linkage, not entity-depth❌ No formal entity mapping (client + goals only)
Detailed Planning✅ Yes - liquidity, tax, projected lifetime wealth; rules-based and transactional🔻 Primarily historical🔻 Primarily historical🔻 Limited (basic projections, not tax/liquidity aware)✅ Comprehensive (goals, cash flow, tax, estate, Monte Carlo)✅ Comprehensive (goals, cash flow, tax)✅ Strong goal-based planning; limited tax/estate
Transaction-Level Intelligence and Analytics✅ Yes - IRR, multiples, cost basis, projections, cash flows✅ Yes (institutional analytics)🔻 Basic performance🔻 Limited (time-based return tracking)🔻 Limited, plan-focused, not transaction-deep🔻 Limited; cash flow + tax, but not transaction-deep❌ No (performance not transaction-level)
Customizable Dashboards/Workflows✅ Yes - configurable dashboard layouts and Apps❌ Rigid, institution-controlled🔻 Limited customization✅ Flexible dashboards🔻 Advisor portal customizable; client portal semi-rigid✅ Modern + flexible; strong visual planning tools🔻 Moderate flexibility; mostly structured workflows
Ease of Adoption✅ Office or individual onboarding❌ Heavy lift, requires IT staff❌ Firm-wide implementation✅ Direct + manual inputs🔻 Office onboard, requires training✅ Office onboarding✅ Office onboarding
Free Trial✅ 30 days❌ Not available❌ Not available✅ 14 days❌ Not available❌ Not available❌ Not available
Free Edition Available✅ Yes, sign up for Essential Edition that is free❌ Not available❌ Not available❌ Not available❌ Not available❌ Not available❌ Not available

Financial Advisors Choose AssetView

Low cost, unified, powerful, insightful - AssetView excels

Essential Edition Is Free - Sign Up