Map Relationships Between Your Assets and Liabilities
MyAgreements brings your financial world together. Manage loans, mortgages, rental leases, and insurance as agreements on the platform, and connect each one to their respective asset for a complete, organised financial overview.
No credit card required.
Your Personal Finances Made Visible and Organised
Introducing the MyAgreements dashboard. Centralise clear connections between your assets and financial commitments and monitor key information.
What You Can Manage and Monitor with MyAgreements
Loans & Mortgage
Whether you're the lender or borrower, you can link the relevant asset and capture important 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. Store all relevant information to your financial arrangements in one structured place for clearer tracking, better documentation, 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 your landlord or tenant from your 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 the right insurance policy. MyAgreements helps you record the insurance title, effective date, insurance type, and policy terms. You can also connect your insurer or provider directly from your Address Book. Track scheduled incomes, expenses, and important reminders, including policy renewals, coverage reviews, claim filing deadlines, and more. Everything stays connected, making it easier to manage coverage and never miss a critical date.
Our Trusted Partners
Our platform integrates with top brands for seamless asset management.
Security You Can Trust
At MyAssets, we protect your 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 optimize your 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 you understand how your assets relate, interact, and contribute to your broader financial picture.
Link, sync, and optimise your assets so that they work together.
Read MoreLink, sync, and optimise your 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.
