The Complete Asset Management Solution
Built to Handle All Asset Types
General Assets
MyFinances
MyProperties
MyCollectables
MyBelongings
MyAgreements
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.
MySchedules
Upload and organise important dates, recurring transactions, and financial milestones in one place. See your financial calendar take shape.
Address Book
Connect important contacts to your assets and keep track of the nature of their connection with an integrated Address Book.
Reports
Create detailed asset records and generate customisable summaries, making analysis, data sharing, and record-keeping more efficient and precise.
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.
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.
MySchedules
Upload and organise important dates, recurring transactions, and financial milestones in one place. See your financial calendar take shape.
Address Book
Connect important contacts to your assets and keep track of the nature of their connection with an integrated Address Book.
Reports
Create detailed asset records and generate customisable summaries, making analysis, data sharing, and record-keeping more efficient and precise.
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 provides a user-focused platform where you store, organise, and manage detailed asset records, along with associated documents and images.
With flexible grouping features, you can categorise assets according to your preferences or business needs, creating a structured management system that supports efficient operations and better control.
02
Monitor and Manage Data Online
MyAssets’ dashboards provide a summary breakdown of your assets by type, value, and location, making it easy to track growth and changes in your net worth.
This allows you to review where you may have over or under invested, manage insurance and estate planning, and get reminders of where you stored an item (or why you stored it!).
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.
