Financial Advisors

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 Envision, the industry's best algorithmic 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

How AssetView enables investors and advisors to see their unified portfolio across brokerages

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

You and your clients benefit from AssetView's powerful analytics, planning tools, and views that help you manage portfolios with clarity, confidence, and ease.

One Platform, Every Asset

Increase AUM through visibility to your clients' unified portfolios
Easily and securely provide a unified view for each client of their 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 and add-value based on AssetView's investment performance analysis and optimization tools
Model, track, and project the full lifecycle of illiquid assets (private funds, direct investments, or co-investments) right alongside liquid holdings

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

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 time to grow your advisory

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

Competitive Matrix

Feature / Dimension	AssetView	Addepar	Black Diamond	Kubera	eMoney Premier	RightCapital	MoneyGuidePro
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
Cost	Moderate (starts at $15/month = $180/year; as low as $6/month/portfolio with volume discounts)	High	High	Moderate (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)
Accessibility	Individuals + Offices + Advisors + RIA firms	Enterprise-only	RIA contracts	Individuals + offices	Advisors + RIA firms	Advisors + RIA firms	Advisors + 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; algorithmic 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	✅ 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 - AssetView App Store lets you customize functionality	❌ 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	60 days	❌ Not available	❌ Not available	14 days	❌ Not available	❌ Not available	❌ Not available

Financial Advisors Choose AssetView

Low cost, unified, powerful, insightful - AssetView excels

Free trial for 60 days