Getting Started

AssetView is investment and portfolio optimization software across all asset classes, financial relationships, and time horizons for investors and finance professionals.

Things to Know

• AssetView is accessed via browser and requires an Internet connection.
• Updates to AssetView are either presented to you when you open AssetView or implemented automatically when you close and then re-open the application.
• AssetView is optimized for wide-screen display.
• When you first open AssetView, you will enter AssetView Central that includes a startup guide.
• Please visit our video library to quickly come up to speed on AssetView.