What is 7Assets?

7Assets is a digital platform that consolidates portfolio data across all asset classes. It automatically syncs positions from over 2 500 banks and custodians each night, performs transaction categorisation, valuation updates, and flagging of discrepancies.

The system covers equities, ETFs, real‑estate cash flows, private equity, venture capital, and alternative assets, providing a unified view of holdings and liabilities. Reports—including balance sheets, performance summaries, and cash‑flow analytics—are generated automatically and can be white‑labelled for client portals.

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7Assets's key features

Automatic overnight bank sync
Continuous valuation updates with price feeds
Consolidated portfolio view all asset classes
Automated transaction categorization and reconciliation
Real‑time cash flow analysis for real estate
White‑label automated reporting and portal

7Assets use cases

Consolidate and reconcile multi‑bank portfolio data nightly, providing family offices with instant, accurate, single‑view valuations and discrepancy alerts.
Automatically generate real‑estate cash flow reports and investment performance summaries for wealth managers, eliminating manual data entry and ensuring compliance.
Deploy a secure, white‑label portfolio dashboard for advisors that syncs transactions, categorizes assets, and delivers GDPR‑compliant, audit‑ready reports to clients.