Shypd.aiThe largest open index of AI tools
7Assets is a Finance tool that provides an AI-powered digital backbone for wealth management. It automates data processing, consolidates assets across 2,500+ banks, and generates reports overnight.
Trending
About
7Assets is an innovative, AI-powered digital platform designed for comprehensive wealth management, primarily targeting family offices, wealth managers, and financial advisors. It automates the processing of thousands of data points overnight, including position reconciliation, valuation updates, and report generation, ensuring teams start their day with actionable insights rather than administrative tasks. The platform offers multi-asset coverage, handling everything from stocks and ETFs to real estate with cashflow analysis, private equity, venture capital, hedge funds, crypto, and other alternative assets. With over 2,500 bank interfaces, 7Assets automatically synchronizes data without manual CSV uploads, providing a consolidated view across all asset classes and mandates. It includes price data for liquid assets, white-label reporting, and robust security features with hosting in Germany.
Capabilities
Pricing & Plans
Likely Not Free
Not publicly disclosed. Check 7assets.app for current pricing.
FAQs
Trending
