The Complete Asset Management Solution
Built to Handle All Asset Types
MyFinances
MyProperties
MyCollectables
MyBelongings
Features for an All-in-One Asset Solution
Global Dashboard
See your net worth in one place. The Global Dashboard provides a concise view of your overall assets, liabilities, and net worth in your preferred currency.
Delegates
Appoint your own Delegates that can create, edit or view the asset selections that you determine. Tailor their level of control to suit your needs.
Groups
Customise how you classify and view your assets with our versatile groupings feature. You can group any selection of assets based on your unique needs.
Document Vault
Utilise our secure Document Vault, a more traditional 'File Manager' interface that allows for swift access to all asset categories, asset types and associated images and documents.
Address Book
Connect important contacts to your assets and keep track of the nature of their connection with an integrated Address Book.
Smart Asset Linking
Link, sync, and optimise the relationships between your assets to see how it all comes together for your overall net worth.
Integrated Estate Planning
Estate planning is an integral part of our thinking, with ownership and beneficiary details tracked at all levels, allowing for automated reporting and even comprehensive, template WIll generation.
What You Can Do with MyAssets
01
Streamline Your Asset Management
MyAssets gives you a centralised, visually appealing, user-focused platform to store and manage your asset information. Simplify your management processes by keeping detailed records of your assets and their associated documents and images in one place.
The ability to allow personal assistants, financial planners, and other advisors to access specified sections of your assets through our delegate controls, ensures that your information tracked is constantly up-to-date.
Our customisable groups features spanning single or multiple asset types, allows users to manage assets exactly the way they want to.
02
Monitor and Manage Data Online
MyAssets’ Dashboards provide a summary breakdown by asset category, of your assets by type, value, and location, making it easy to track growth and changes in your net worth over time, as well as keeping tabs on where assets are located.
At the individual asset level, a wide range of data can be tracked and recorded - purchase information, auction purchase details, valuation history and asset-relevant data fields, i.e. in Art - Medium, Provenance, dimensions, Artist Information and many more. Subject to asset type, we can also supply users with additional data, pricing and valuation data and news feeds from approved third party suppliers.
03
Manage Affairs in a Secure Environment
Security of your data is central to everything we do. We utilise best-in-class encryption protocols in the market including Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS).
At MyAssets, we take the security of your data seriously. All data you upload or insert into our platform is protected with end-to-end encryption, ensuring it remains private and accessible only to you. Even if intercepted, this information would be unreadable to anyone else.
Beyond encryption, we secure our cloud infrastructure with industry best practices, continuously monitor for threats, and enforce strict access controls. This layered approach means your data is protected at every step, so you can confidently use our platform knowing your most valuable information is safe. Learn more in our Security page.
