High Net Worth Individuals
exceed your highest financial goals - simplify getting there
AssetView provides a one-look, consolidated view of your wealth across brokerage accounts, retirement plans, alternatives, crypto, and private equity. As opposed to broker tools and standard dashboards that rarely tell the whole story and can't keep up with the complexity, AssetView's dashboard provides a clear picture across all brokerage, banking, LLC, and other financial relationships, allowing you to spend your time on what matters - living life.
Live Life While Building Wealth
- Clarity → One clear view across accounts, investments, and managers
- Control → Visibility into cash flows, tax impacts, and performance
- Confidence → Make smarter decisions with complete information
- Privacy → Your personal investment data stays secure and confidential
- Time → Less effort managing spreadsheets, more time living life
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 account, every asset
- 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 individuals 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 portfolio with clarity, confidence, and ease.
Envision Your Best Future
- See your net worth today - and how it evolves on any future date
- Pinpoint the exact date your net worth will exceed $N
- Discover when you can retire with confidence
- Plan ahead for milestones like buying a second home or major investments
- Know when your 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; no surprises at year-end
- Anticipate tax liabilities and liquidity needs
AssetView planning equips you with spot-on scenarios and insights so you get the results you're seeking
Data and Privacy Control
- Share your data with an advisor or family member (only if you want to)
- Credentials aren't stored
- Personal investment data isn't shared or sold
- Control stays in your hands
Your control over your personal investment data is essential
Performance Tracking
- Know how you're really doing - see your true performance
- Go beyond standard reports - not just what your broker/advisor shows, not just fragmented snapshots
- 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 usually reserved for family offices and private funds
Customize Your View
- Tailored views to see your finances the way you want to see them
- Holistic view and helpful detail → go beyond standard custodial/advisor reports with fragmented snapshots
- Situation specific views → from big-picture wealth summaries to deep analytics for investment analysis
- 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 liquid holdings
It's Your Time
- Less time managing spreadsheets, save hours per week → more time living
- Automated reporting and performance calculations
- One sign-in - all your 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 wealth while giving you control over your data and 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 | 🔻 Competing retail 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 recognize, nest, and enable filtering and views for organizational structures |
| Accessibility | ✅ AssetView has institutional-grade analytics accessible without enterprise overhead | 🔻 Most retail tools are shallow |
| Free 60 Day Trial | ✅ Start with a risk-free trial of AssetView to simplify your life and build wealth with confidence | 🔻 Most packages offer a much shorter trial period or have models where your personal investment data is shared |
The AssetView Advantage
The AssetView Advantage
Competitive Matrix
| Feature / Dimension | AssetView | Personal Capital | Kubera |
|---|---|---|---|
| Privacy & Data Control | ✅ Yes, credentials not stored, no selling of personal investment data | ❌ Monetizes via marketing/up-selling advisory services | ✅ Yes, subscription model |
| Cost | Moderate (starts at $15/month = $180/year or lower with volume discounts) | Free, subsidized by advisory up-sells | Moderate (starts at $249/year) |
| Accessibility | Individuals + offices | Individuals | Individuals + offices |
| Asset Class Coverage | ✅ Full coverage; Public + Private (alternatives, real estate, crypto, etc.) | 🔻 Partial coverage; Public + bank accounts | 🔻 Partial coverage; Public + crypto + some manual private asset entry |
| Entity & Relationship Mapping | ✅ Yes - trusts, entities, beneficiaries | ❌ No mappings | ❌ No mappings |
| Transaction-Level Intelligence | ✅ Yes - IRR, multiples, cost basis, projections, cash flows | ❌ None (focus on balances, budgeting) | 🔻 Limited (time-based return tracking) |
| Detailed Planning | ✅ Yes (liquidity, tax, projected lifetime wealth; algorithmic and transactional) | 🔻 Retirement planning, cash flow | 🔻 Limited (basic projections, not tax/liquidity aware) |
| Customizable Dashboards/Workflows | ✅ Yes - configurable layouts and Apps model | ❌ Fixed interface | ✅ Flexible dashboards |
| Ease of Adoption | ✅ Office or individual onboarding | ✅ Individual onboarding | ✅ Direct + manual inputs |
| Free Trial | 60 days | Free, subsidized by advisory up-sells | 14 days |
HNWIs Choose AssetView
Private, low cost, unified, powerful, insightful - AssetView excels
Start with a risk-free trial of AssetView to build your wealth with ease and confidence