What is 7Assets?
7Assets is a comprehensive wealth management platform designed specifically for family offices, asset managers, and private banks. It acts as the digital backbone for these institutions, automating the aggregation, reconciliation, and valuation of assets across all classes. Every night, 7Assets processes thousands of data points: positions are reconciled, valuations are updated, and reports are generated. Your team starts the morning with answers, not tasks.
Key features include automatic synchronization with over 2,500 banks and depositories, eliminating the need for manual CSV uploads or data entry. The platform covers all asset classes: liquid assets like stocks and ETFs, real estate with cash flow analysis, private equity and venture capital with capital calls and distributions, and alternative assets such as crypto, commodities, and tangible assets. All data is consolidated into a single, bank-grade view.
Benefits include significant time savings, reduced operational risk, and enhanced decision-making through real-time, accurate data. Use cases range from daily portfolio monitoring and automated reporting to client portal provisioning with your branding. Technical highlights include end-to-end encryption, database-level multi-tenancy, and hosting in Germany, ensuring the highest security and compliance standards. Pricing is transparent with no hidden costs for data feeds; valuation data for liquid assets is included from day one.
7Assets transforms fragmented data into actionable insights, enabling wealth managers to focus on strategy rather than data management.
Use Cases
Key Features
automatic data aggregation multi asset class coverage bank grade security real time portfolio monitoring automated reconciliation nightly valuation updates client portal provisioning cash flow analysis capital call tracking branded reportingWho is it for?
family offices, asset managers, private banks, wealth advisors, investment analysts, portfolio managers, trust companies, financial institutions
