Map Relationships Between Your Assets and Liabilities
With MyAgreements loans, mortgages, rental leases, and insurance can be managed as agreements on the MyAssets platform. Each agreement can also be connected to its respective asset to provide a complete organised view of financial commitments.
No credit card required.
Your Personal Finances Connected to Other Assets and Organised
Introducing the MyAgreements dashboard, the place to centralise clear connections between assets and financial commitments.
What You Can Manage and Monitor with MyAgreements
Loans & Mortgage
Whether uploaded by a lender or borrower, each agreement can be linked to an asset and documented with key information, including the agreement title, effective date, and comprehensive loan terms. Record the original principal, outstanding balance, interest rate, repayment schedule, and any additional fields as needed. All relevant information is stored in one structured place for clearer tracking and easier reference.
Rental & Lease
Simplify rental and lease management. Capture every essential detail, either as the landlord or tenant. Link the relevant property to a landlord or tenant contact from the Address Book, then record security deposits, scheduled expenses, recurring fees, and important reminders. Stay organised with a complete record that makes tracking lease obligations and key dates straightforward and efficient.
Insurance
Link relevant assets to their corresponding insurance policies and keep key details organised in one place. MyAgreements records essential information such as the insurance title, effective date, insurance type, and policy terms – with insurers and providers linked directly from the Address Book. Track scheduled payments, expenses, and important reminders, including policy renewals, coverage reviews, and filing deadlines. With everything connected, MyAgreements provides a clearer view of coverage and keeps important dates on track.
Our Trusted Partners
Our platform integrates with top brands for seamless asset management.
Security You Can Trust
At MyAssets, we protect user data every step of the way – from secure uploads to encrypted storage – using industry-leading security protocols.
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Everything You Need for Asset Management
Discover how MyAssets simplifies asset management, offering seamless integrations, robust security, and powerful features to optimise all kinds of workflows.
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Introducing Smart Asset Linking: Connect Assets to Agreements
Link every agreement to its corresponding asset within the platform. MyAssets is a multi-asset wealth management system designed to house assets and liabilities of every kind. From finances to real estate, collectables, and other personal holdings — our platform helps users understand how assets relate, interact, and contribute to their broader financial picture.
Link, sync, and optimise assets so that they work together.
Read MoreLink, sync, and optimise assets so that they work together.
Frequently Asked Questions
Find answers to common questions and get quick solutions.
Visit Knowledge BaseMyAgreements is a centralised category for managing specific financial obligations, helping you organise key details, documents, payments, and important dates in one secure place.
You can manage loan and mortgage, rental and lease, and insurance agreements, each with tailored fields to capture the details that matter most.
Yes. You can connect agreements to relevant properties, assets, and contacts from your Address Book, creating a comprehensive record.
