Partner program for advisers and client services
Grow your client offering with MyAssets
Support your clients with powerful tools for asset management, wealth visibility, planning, reporting, and secure document organisation.
MyAssets helps partners deliver a clearer picture of client wealth through one secure platform for records, reporting, and planning.
Give clients a complete view of assets, liabilities, and net worth
Deliver secure document storage, planning tools, and reporting
Choose a partner model that fits your business and revenue goals
Get 14 day free trial • No credit card required • Full feature access
Bank-level security
Your data is always private
Flexible partner models
Trusted by thousands
Why Partners Choose MyAssets?
Give your clients more value without adding more complexity. MyAssets helps partners support clients with better asset visibility, secure document organisation, planning tools, and clear reporting — all through one platform designed to strengthen your client relationships.
CLIENT VALUE
Help clients see the full picture of their wealth
Give your clients a clearer view of what they own, owe, and manage. MyAssets brings assets, liabilities, documents, valuations, contacts, and planning information into one organised platform, helping clients make better decisions with greater confidence.
Complete Wealth View
See assets, liabilities, net worth, and ownership details in one place.
Clear Asset Visibility
Bring properties, finances, collectables, and belongings into one organised page view.
Net Worth Clarity
Help clients understand how their assets and liabilities connect to their overall wealth position.
Organised Client Records
Keep asset details, records, documents, valuations, and contacts structured in one secure place.
Solutions We Can Offer To Your Clients
Help your clients move beyond scattered spreadsheets, folders, and manual records. MyAssets gives partners a secure, structured platform to support asset management, wealth visibility, planning, and reporting — all in one place.
Asset Management
Manage every asset in one place. MyAssets helps you and your clients track, monitor, and organise financial and physical assets in one secure platform. Gain complete visibility, maintain accurate records, and make smarter decisions every day.
Wealth Management
Give clients a clearer view of their wealth. MyAssets helps partners support clients with a more complete picture of their wealth. By bringing assets, liabilities, net worth, valuations, and supporting records together, clients can better understand their overall financial position and how their wealth is distributed.
Smart Asset Linking
Bring every asset, document and relationship together. See the full picture of your wealth by connecting the things that matter. MyAssets links your properties, valuables, documents, policies, people, and agreements in one place so you always know what you own, where it is and who it’s connected to.
Asset/Wealth Reporting
Turn asset records into clear client-ready reports. MyAssets helps partners and clients transform stored asset information into useful reports and summaries. Instead of manually compiling spreadsheets and documents, partners can support clients with clearer views of their assets, liabilities, net worth, documents, and planning information.
What You Can Do with MyAssets
Designed to make your life easier, MyAssets lets you:
01
Streamline Your Asset Management
MyAssets gives you a central, 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.
You can also group your assets into versatile categories for a more personalised organisation.
02
Monitor Data Online
MyAssets’ dashboards provide a quick breakdown of your assets by type, value, and location, making it easy to track growth and changes in your net worth over time.
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
Gain Peace of Mind
Our platform provides reassurance that your information is secured by employing Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.
Effortless Asset Management
Designed to keep your assets organized, accessible, and secure.
MyProperties
Track the value and status of all your properties. From purchase price to rental income, MyProperties helps you monitor every aspect of your real estate portfolio—making property management seamless and efficient.
MyCollectables
MyCollectables is your go-to tool for organizing and tracking your collection. Monitor market trends, value fluctuations, and easily share your collection with others.
MyBelongings
Track the value and status of all your properties. From purchase price to rental income, MyProperties helps you monitor every aspect of your real estate portfolio—making property management seamless and efficient.
MyFinances
Use Wishlist to track potential acquisitions and investments, keeping you organized and ready to act when the time comes.
Groups
With Groups, categorize your assets by location, liability, or other attributes for quick and efficient management.
Document Vault
Store all your documents, images, and records securely in Document Vault. Access, filter, and generate customizable reports with ease.
Frequently Asked Questions
Find answers to common questions and get quick solutions to your concerns.
You can choose from a variety of major credit cards, regardless of the card’s currency.
