What is 7Assets?
7Assets is a digital platform designed to simplify and centralize your financial management. This innovative tool uses AI to automatically track and organize your financial flows, ranging from everyday expenses to complex investments.
It provides a comprehensive overview of various asset classes, including securities, real estate, private equity, and alternative assets like cryptocurrencies and collectibles. By connecting to over 2500 banking interfaces, 7Assets offers real-time insights and helps users make informed financial decisions.
Features
- Securities: Transparent, secure, and clear overview of portfolios.
- Real Estate: Manage all properties in one place, with cash flow analyses and mass uploads.
- Private Equity (HF, VC, PE): Track and analyze complex investments.
- Alternative Assets: Manage cryptocurrencies, precious metals, collectibles, and more.
- Balance Sheet: A clear presentation of liquid assets and liabilities.
- Cash Flow Analyses: Track and organize all cash flows, from monthly expenses to investments.
Use Cases
- Tracking and managing personal finances and investments.
- Centralizing asset management for family offices.
- Providing financial overview and analysis for financial advisors.
- Simplifying portfolio management for asset managers.
- Analyzing cash flow for individuals and businesses.
FAQs
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What is 7Assets?
7Assets is an innovative, AI-powered digital platform for asset management. It provides a holistic overview of your entire assets – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables. Our platform makes it easy to manage all your financial information in one place and offers practical tools and guidance to optimize your financial management. -
How can 7Assets help me manage my assets?
7Assets helps you by providing a detailed and automated representation of your assets. With just a few clicks you can view and manage your finances, investments and other valuables. The platform updates and organizes your data in real time so that you always have an up-to-date overview of your asset status. -
Is my data security guaranteed when using 7Assets?
Yes, the security of your data is our top priority. 7Assets uses modern encryption methods and uses secure servers for the IT infrastructure. In addition, the accounts can be secured with various types of multi-factor authentication (MFA). -
What types of assets can I manage with 7Assets?
With 7Assets you can manage a variety of asset types, including cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles and more. The platform is designed to handle a wide range of assets clearly and efficiently. -
Is 7Assets also suitable for B2B customers?
Yes, 7Assets offers valuable functions for both B2C and B2B customers. In the B2B area, financial advisors, asset managers, family offices and other financial institutions can use our platform to optimize their advisory processes and offer their customers improved service.
