AssetClass

AssetClass

AssetClass enables users to track investments and cryptocurrencies effortlessly, providing unique insights and real-time data from over 500 institutions.

Location: United States of America
Software Type: Web App

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Description

AssetClass is an advanced investment tracker and insights platform designed to provide users with a seamless way to connect their existing investment and cryptocurrency accounts in one place. By supporting over 500 institutions and apps, AssetClass delivers comprehensive portfolio insights that empower users to manage their financial assets effectively. Users can gain real-time data and unique exposure insights that help them make informed investment decisions.

The platform allows for organized views of balances, holdings, and allocations, thus simplifying the tracking of various assets. Additionally, AssetClass is committed to user privacy and data security; it does not sell user data and ensures that passwords are never visible to the service. Users can also receive personalized updates about their portfolio changes and can explore the investment strategies of others through the AssetClass Portfolios blog.

Support is readily available via email and through their Discord channel, ensuring users can easily get help with any inquiries they may have. Overall, AssetClass serves as an essential tool for investors looking to gain deeper insights into their portfolios while maintaining a high level of security and privacy.

Features

Investment Account Integration

Connects to over 500 investment and cryptocurrency accounts for comprehensive portfolio tracking.

Real-Time Data Insights

Offers real-time data and unique exposure insights to help users make informed investment decisions.

Organized Portfolio Views

Provides organized views of balances, holdings, and allocations to streamline portfolio management.

Data Privacy and Security

Ensures user data privacy by not selling data and keeping passwords secure.

Personalized Updates

Sends personalized updates on portfolio changes to keep users informed.

Community and Support

Offers support via email and Discord, along with access to real portfolios of other investors.

Tags

investmentfinancecryptocurrencyportfolio managementdata security

Documentation & Support

  • Documentation
  • Support
  • Online Support