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Software Status:Active

About AssetClass

AssetClass by AssetClass is an investment management platform designed to support private market participants in managing, analyzing, and reporting on alternative investments.

AssetClass Details

Vendor
AssetClass
Year Launched
Location
Deployment
cloud, web browser
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, French, German, Spanish, Italian, Portuguese, Dutch, Swedish, Danish, Norwegian, Finnish, Polish, Russian, Chinese, Japanese, Korean, Arabic.
Users
Investment Analysts, Portfolio Managers, Wealth Managers, Compliance Officers, Fund Administrators, Marketing Professionals.
Industries Served
Financial Services, Asset Management, Institutional Investors, Wealth Management, Pension Funds, Endowments, Foundations, Insurance, Family Offices
Tags
Investment Management

AssetClass's In-App Market Place

Does AssetClass have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), SEK (kr), INR (₹), HKD (HK$), SGD ($), NOK (kr), KRW (₩), MXN ($), RUB (₽), ZAR (R), TRY (₺)

Pros & Cons

  • It stops the headache of logging into ten different apps just to see how your money is doing.
  • Getting live crypto and stock updates in one place is a massive time-saver for active investors.
  • The focus on privacy is refreshing since they actually promise not to sell your personal data.
  • Seeing real portfolios from other people is a great way to get honest inspiration for your next move.
  • Using Plaid and Finicity means you can sleep easy knowing they don't have your actual bank passwords.
  • If you aren't an Apple user, the lack of an Android app is a pretty big dealbreaker.
  • The 500-institution limit might leave out folks using smaller, local credit unions or niche international banks.
  • You are still putting a lot of trust in third-party aggregators to keep your financial data safe.
  • It seems focused on just "watching" your money rather than letting you actually trade within the app.
  • The "unique insights" might just be basic charts that don't offer deep enough professional-grade financial analysis.

AssetClass's Support Options

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