Wealth intelligence system

Private Wealth. Fully Consolidated.

All your investments across banks, brokers, and asset classes consolidated into one platform for clear oversight, analysis, and decision making.
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Services

Your Portfolio. Fully Integrated. Fully Private.

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Built for Families and HNWIs Who Don’t Waste Time.
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Total Portfolio Consolidation
All your banks, brokers, funds, and assets—fully integrated with zero input from you.
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Analyst-Driven Automation
Our team handles validation, formatting, and direct coordination with your institutions.
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Private by Design
Your data stays yours. No third-party access. No platform exposure. Ever.
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Holistic Wealth Intelligence
Custom dashboards give you and your advisors real-time insight for smarter decisions.
Features
We bring your entire portfolio into focus — giving you clarity, performance insights, and strategic control across every asset class.
Equities
Track gains, dividends, market trends, and sector exposures across global exchanges.
Fixed Income
Visualize yield curves, maturity ladders, and interest income across all bond holdings.
Real Estate
See rental income, market valuations, and portfolio allocation across locations and property types.
Art & Collectibles
Monitor estimated market value, provenance, and liquidity of fine art, watches, and other assets.
Private Equity
Follow capital calls, NAV evolution, IRR, and fund timelines with clean historical records.
Local Funds
Standardize holdings and returns from regional funds and financial institutions in one dashboard.
Welcome to Asset

Fully Integrated Portfolio

Whether you manage personal assets, a family office, or institutional capital, our platform delivers complete visibility across every bank, brokerage, asset class, and custodian. With real-time dashboards, direct coordination with account managers, and zero manual input on your part, you stay informed and in control—securely and efficiently.
Data consolidated and validated for you
Direct coordination with institutions, no manual input
Built for high-security environments and private wealth protocols
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Case Studies

How We Protect Your Time and Data

From Fragmented Data to Full Oversight
Manually managing investment records across banks, real estate, crypto, and private equity leads to errors and blind spots. Our platform delivers a unified architecture that syncs daily, normalizes asset classes, and makes performance data instantly usable—for you and your advisors.
98%
Less time spent manually gathering investment data
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Pricing

Simple, Transparent Pricing for Investors

Choose the level of consolidation, insight, and support that fits your portfolio needs.
Private
$2000
per month
For high-net-worth individuals who want full consolidation without complexity.
What’s included?
  • Up to 3 institutions
  • Up to 200 positions
  • Standard dashboards
  • Monthly or quarterly data sync
Get Started
Private
$2000
per month
For high-net-worth individuals who want full consolidation without complexity.
What’s included?
  • Up to 3 institutions
  • Up to 200 positions
  • Standard dashboards
  • Monthly or quarterly data sync
Get Started
Premier
$5000
per month
For HNWIs or family offices needing deeper insight and more frequent updates.
What’s included?
  • Up to 6 institutions
  • Up to 500 positions
  • Standard dashboards
  • Daily data sync
Get Started
Premier
$5000
per month
For HNWIs or family offices needing deeper insight and more frequent updates.
What’s included?
  • Up to 6 institutions
  • Up to 500 positions
  • Standard dashboards
  • Daily data sync
Get Started
Institutional
Custom Quote
per month
For complex family offices requiring total flexibility, white-glove service, and strategic analytics.
What’s included?
  • Unlimited institutions and positions
  • Tailored dashboards
  • Daily syncing with continuous validation
  • Custom-built KPIs and Visuals
Get Started
Institutional
Custom Quote
per month
For complex family offices requiring total flexibility, white-glove service, and strategic analytics.
What’s included?
  • Unlimited institutions and positions
  • Tailored dashboards
  • Daily syncing with continuous validation
  • Custom-built KPIs and Visuals
Get Started
FAQ

Answers to Common Concerns

Everything you need to know about how we work, how we protect your data, and how we deliver clarity.
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How do you get access to all my investment data without me having to upload it?

We establish a direct line of communication with your account managers, bankers, and custodians—no portals, no file uploads. Our secure onboarding process and authorization templates ensure we pull the correct data directly from the source, with zero manual effort on your end.

How do you ensure the accuracy of the data you consolidate?

Every data source we onboard is validated against official account statements using a multi-step verification process. We maintain strict internal documentation standards, reconciliation protocols, and offer traceability across every line item—so your data is audit-ready at all times.

What kind of tools or technology do you use to make this work?

We use modern, enterprise-grade infrastructure—including secure API integrations, encrypted storage, automated parsers, and custom-built import pipelines. Our tools are specifically built for multi-asset, multi-custodian environments to ensure scalable, reliable consolidation.

How is my privacy protected?

Your data is never shared with third parties. We operate on a zero-external-access model, and all processing takes place in a controlled, encrypted environment. You retain full ownership of your data at all times.

How do you handle complex or non-standard assets like real estate, private equity, or collectibles?

We support alternative assets through custom schemas and visualizations tailored to your reporting needs. Whether it’s art, venture capital, or physical real estate, we have pre-built templates and manual review layers to ensure every asset is properly represented and valued.

All-in-One

Bring Your Portfolio Into Focus

Join clients who’ve replaced spreadsheets, silos, and manual work with total clarity and control—without lifting a finger.
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We built Asset to give serious investors a smarter way to manage complexity—through seamless consolidation, custom reporting, and institutional-grade privacy.
Samuel Fuentes
Co-Founder & CEO