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.
7Assets details
- Data residency
- Germany
7Assets pricing
Freemium7Assets offers a free plan with paid upgrades available.
Verify on the official pricing page.
View plans7Assets's key features
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Automatic overnight bank sync
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Continuous valuation updates with price feeds
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Consolidated portfolio view all asset classes
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Automated transaction categorization and reconciliation
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Real‑time cash flow analysis for real estate
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White‑label automated reporting and portal
7Assets use cases
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Consolidate and reconcile multi‑bank portfolio data nightly, providing family offices with instant, accurate, single‑view valuations and discrepancy alerts.
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Automatically generate real‑estate cash flow reports and investment performance summaries for wealth managers, eliminating manual data entry and ensuring compliance.
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Deploy a secure, white‑label portfolio dashboard for advisors that syncs transactions, categorizes assets, and delivers GDPR‑compliant, audit‑ready reports to clients.
7Assets user reviews
Would you recommend 7Assets?
Who is 7Assets for?
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Financial analysts
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Investment managers
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Wealth advisors
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Cryptocurrency traders
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Digital marketers
7Assets FAQ
Is 7Assets free?
Partly. 7Assets has a free plan with usage limits, and paid plans unlock the full feature set.
What are the best alternatives to 7Assets?
The closest alternatives to 7Assets are Macroaxis and FolioProjects. You can compare them side by side in the alternatives section further down this page.
What does 7Assets do with my data?
Its privacy policy states that personal data is not sold or shared for marketing purposes. Data may be shared with third-party service providers that help run the product. Customer data is held in Germany.
Compliance, privacy and billing terms are as stated in each product's own published documentation and have not been independently verified by TopAI.tools.
