Manage Your Entire Portfolio at a Touch of a Button
Add all your bank accounts, investments and insurance policies.
Connect your bank accounts and insurance policies to see all of your financial assets in one location.
Manage your properties and real estate
Add and configure your property and real estate holdings from around the world.
Access everything on mobile
Conveniently access all of your asset information wherever you are.
Organize your collections
Record, organise and manage the collectables important to you, beautifully displayed, and available reports for easy valuation.
Wine and spirits cellar management
Efficiently manage your collection by cellar, bin and specific bottle location.
Keep your documents in a private vault
All your files and images are securely stored and instantly accessible for convenience.
Add important contacts to your address book
Keep records of individuals, or institutions associated with your assets.
MyAssets allows you to customise how you record, sort and group all of your finances, properties, collectables and belongings.
For Investors, Collectors, and Anyone Looking to Organise, Track and Manage Their Assets
Whether you have a global portfolio of diverse asset classes, a carefully curated collection, or are just starting out in your first home, MyAssets is designed to put you back in control of your assets. MyAssets provides you with the tools that you need to become better organised, increase visibility, manage, accumulate and help grow your assets and net worth. MyAssets offers tiered service levels catering for single users as well as HNWI’s that may need segregated access for multiple delegates while remaining focused at all times on security and integrity.
Our platform is designed for a single family unit, extended family, or a family office with more complex requirements. MyAssets captures all necessary data to help facilitate tax planning, wealth management as well as general financial, insurance and estate planning. Valuable assets and collectables, family heirlooms and items of sentimental value, can all be appropriately catalogued and assigned.
MyAssets is launching in 2023 with a focus on end-user consumers, however, our platform has been architected to be licensed from 2024 on a B2B basis to third parties operating across various different business sectors. Our current partners include private banks, financial planners, wealth managers, tax practitioners, auction houses and corporate trustees. To learn more contact below.
Keep track of all your assets no matter where you are.
MyAssets is the world’s leading asset aggregator, organiser and valuation tool that helps you see all your assets on a single platform anywhere, anytime.
The MyAssets native iOS and Android mobile app gives you access to your centralised database of financial assets, collectables, properties and belongings at your fingertips. Make informed decisions, add new purchases, download documents, share pictures or conveniently add to your wishlist on your mobile device. Carefully designed with your privacy and security in mind your asset information is protected even when you take it on the road.