Partner program for advisers and client services
Better asset management. Stronger client relationships.
MyAssets helps its partners deliver more value without adding more complexity.
Build stronger client relationships by giving comprehensive asset visibility, secure document organisation, and convenient access to comprehensive asset management tools — all in one platform.
Give your 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.
Add up to 25 assets for FREE • No credit card required • Full feature access
Bank-Level Security
Protected Data Privacy
Flexible Partnership Models
Why Partner with MyAssets?
Partner with MyAssets to give clients a secure platform for asset tracking, reporting, and planning. Deliver a clearer picture of client wealth with comprehensive asset management tools, custom wealth reporting, and encrypted document storage.
CLIENT VALUE
Help clients see the full picture of their wealth
Give clients a clearer view of what they own, owe, and need to manage. MyAssets brings assets, liabilities, documents, valuations, contacts, and other important wealth 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.
Solutions We Can Offer To Your Clients
Help clients move beyond scattered spreadsheets, manual folders, and lost records. MyAssets gives partners a secure, structured platform to support asset management, wealth visibility, financial planning, and more – all in one place.
Asset Management
Manage every asset in one place. MyAssets helps partners and clients track, monitor, and organise financial and physical assets in one secure platform. Gain complete visibility, maintain accurate records, and organise assets into custom groups.
Wealth Management
Give clients a clearer view of their wealth. By bringing asset valuations, liabilities, net worth, and supporting documents together, MyAssets helps partners support clients with better understanding of their wealth distribution and overall financial position.
Smart Asset Linking
Help clients see the complete picture of their wealth – and how their assets connect with everything. MyAssets links properties, valuables, documents, policies, people, and agreements in one place so clients always know what they own, where it is, and who it’s connected to.
Asset & Wealth Reporting
Turn asset records into client-ready reports. MyAssets helps partners transform asset information into useful reports and summaries for clients. Instead of manually compiling spreadsheets and documents, reports can be generated through one click of a button.
What You Can Do with MyAssets
Designed to make asset management more efficient and the client experience more seamless – with MyAssets, clients can:
01
Streamline Your Asset Management
MyAssets provides clients a central, user-focused platform to store and manage asset information. On the platform, clients can keep detailed asset records, relevant documents, and images in one place. They can also group assets into versatile categories for more personalised organisation.
02
Monitor and Manage Data Online
On MyAssets’ dashboards, clients can view summaries by type, value, and location – making it easy to track net worth growth and changes over time. Clients can also review investments, manage insurance and estate planning, and get reminders of item location.
03
Manage Asset Information in a Secure Environment
MyAssets secures all asset information uploaded on the platform with Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.
Features for Better Asset Management
MyAssets transforms the asset management experience with smart features, bringing everything together to organise, track, and manage assets in one seamless platform.
General Assets
A flexible starting point where assets can be added instantly, without deciding on a specific category right away. After uploading, these assets can be organised and recategorised later, making it possible to keep tracking net worth even as a portfolio grows.
MyFinances
Manage cash & banking with investment portfolios, stocks, bonds, mutual funds, crypto, insurance policies, commodities, and other assets in one integrated finance organiser.
MyProperties
Organise real estate – family homes, rental properties, commercial offices, off-plan purchases, etc. – and keep track of the collectables and belongings inventory stored per location.
MyCollectables
Keep track of and organise prized collectables in a seamless digital “gallery” built with intuitive asset management and value-tracking tools. Receive ongoing news and exhibition updates about other assets as well.
MyBelongings
A personal inventory manager designed to declutter and digitally catalogue belongings and household inventory while keeping track of their valuation. Store images, product guarantees, and other key documentation so they can always be retrieved quickly.
MyAgreements
Manage loans, mortgages, rental leases, and insurance as agreements. Connect each one to their relevant asset for a complete, organised financial overview.
Groups
Don’t be bound by pre-determined asset categories. Categorise, classify, and view assets based on preference or need with versatile groupings feature.
Delegates
Secure associated documents and images in a personalised digital Document Vault, designed with a familiar “File Manager” interface for seamless access and organisation.
Frequently Asked Questions
Find answers to common questions and get quick solutions to your concerns.
Visit Knowledge BaseYou can choose from a variety of major credit cards, regardless of the card’s currency.
