A Multi-Functional Net Worth Management Platform
Manage Assets and Calculate Your Net Worth in One Go
Managing and keeping track of your net worth is not an easy task. MyAssets offers an intuitive platform that acts as an asset aggregator, organiser, and valuation tool – helping you manage your assets and calculate your net worth easily.
Simplify Asset and Liability Tracking and Management
Designed for Easier and More Efficient Net Worth Management
Explore a top-level view of your overall financial picture in a single platform. With MyAssets, you can analyse your assets and liabilities by type or group, and examine individual items in detail.
Discover Your Total Net Worth
Monitor your total net worth by adding all of your assets on the platform and checking the data displayed on the Global Dashboard.
Monitor your total net worth by adding all of your assets on the platform and checking the data displayed on the Global Dashboard.
Track Your Assets
Keep track of key information, including asset type, purchase date, purchase price, amount owned, and any associated liabilities.
Keep track of key information, including asset type, purchase date, purchase price, amount owned, and any associated liabilities.
Import Existing Portfolios
Instantly transfer portfolios in other platforms to MyAssets with an easy process.
Instantly transfer portfolios in other platforms to MyAssets with an easy process.
Customise Categorisation
Sort and organise your assets by any custom category that suits your needs.
Sort and organise your assets by any custom category that suits your needs.
Centralise Investment Contacts and Connections
Consolidate all contacts — sellers, brokers, and more — in one digital address book.
Consolidate all contacts — sellers, brokers, and more — in one digital address book.
Save and Access Documents Digitally
Digitally store documentation related to your assets to ensure document access anytime, anywhere.
Digitally store documentation related to your assets to ensure document access anytime, anywhere.
Manage Ownership
Manage ownership distribution and beneficiary allocation for each asset in your account.
Manage ownership distribution and beneficiary allocation for each asset in your account.
Access anywhere
Access an overview of your assets and liabilities, current valuations, and more. This can be exported from the Global Dashboard and by sector in the other dashboards on the platform.
Access an overview of your assets and liabilities, current valuations, and more. This can be exported from the Global Dashboard and by sector in the other dashboards on the platform.
Achieve Long-Term Organisation with Minimal Effort
Add your assets and liabilities
Include a wide range of assets and liabilities in your account, such as bank accounts, investments, even your debts, and loans. Ensure a comprehensive and up-to-date overview of your financial status.
View your net worth
View your net worth on the Global Dashboard.
Gain valuable insights and enhance your planning
Get 24/7 access to accurate and reliable information about your financial situation from any location, and optimise management of your assets and liabilities better.
Keep Track of Your Net Worth with MyAssets
MyAssets provides you with areal-time visual overview of your net worth and gives access to a range of valuable tools to track your finances in detail.
Global Dashboard
MyFinances
MyProperties
MyCollectables
MyBelongings
Groups
Video Introduction to MyAssets
Watch to understand how MyAssets will put you back in control of your assets!
