Manage and Understand Your Finances Better

Create a comprehensive, digitised record of your cash and banking information. Track current accounts, saving accounts, multi-currency accounts, credit cards and mortgage / loan accounts. Utilise our bank integration tools to automatically integrate and update your bank balances, or manually update as required. MyAssets and partner bank aggregators use Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.

Manage and track private investments (non-publicly quoted) and miscellaneous investments through our powerful tools. Record your ownership as you need to – through shares, warrants, or options held, or through percentage ownership of company/asset. Manage loan portfolios – loans granted (assets) or loans received (liabilities) and track estimated and actual yields and returns across all these investments. Store all related valuations, investment updates, annual; reports and other documentation for easy retrieval. Auto-integration with leading third party equity management platforms coming soon.

Stay on top of all of your insurance products – investment-linked insurance, life assurance or general insurance through our powerful insurance module. Keep track of key details such as the policy start and expiry dates, coverage levels, premium and premium frequency, person(s) insured, beneficiaries, any additional policy riders and surrender values. Link insurance policies to other assets across the MyAssets platform to ensure buildings and contents are properly insured or collectables adequately protected. Store all related policy documents, annual renewals, valuation updates and other documentation for easy retrieval.

Organise and manage your investment portfolios and underlying stocks, warrants, ADRs, bonds, mutual funds, unit trusts, crypto holdings, commodities and cash balances. Administer savings plans, pension schemes, MPF plans, school fees policies and other forms of regularised savings. Use in conjunction with our delegates feature to allow your financial advisor(s) to keep specified portfolio and regularised savings information updated, whilst keeping the rest of your assets confidential. Our integrated pricing data feeds will keep your valuations up-to-date.