Description
7Assets functions as a digital backbone for family offices, wealth managers, and private banks, transforming raw financial data into actionable intelligence. Unlike traditional dashboards, 7Assets operates as a data engine, continuously processing thousands of data points overnight. This includes reconciling positions across all asset classes and custodian banks, updating valuations, and generating comprehensive reports. The result is that teams begin their day with answers and insights, not with the burden of manual data entry and reconciliation.
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The platform boasts automatic synchronization with over 2,500 banks and custodian interfaces, eliminating the need for manual CSV uploads or data maintenance. This robust connectivity ensures that data is processed nightly and available each morning, providing a consistently up-to-date view of assets. Security is paramount, with the platform being bank-grade, hosted in Germany, and featuring end-to-end encryption and database-level tenant separation.
7Assets offers true multi-asset coverage, extending beyond traditional stocks and ETFs to include real estate with cashflow analysis, private equity/venture capital/hedge funds with capital call tracking, and alternative assets with integrated valuation logic. All these diverse asset types are presented in a single, consolidated view. The platform is also white-label and tenant-ready, allowing for customization with client branding and the creation of client portals on demand.
Key capabilities include automated bank reconciliation, transaction categorization, and the generation of a consolidated balance sheet across all asset classes, eliminating reliance on spreadsheets. Overnight processing handles depot reconciliation, real estate cashflows, and the structured representation of PE/VC/HF investments. The platform covers a wide spectrum of assets, from securities and real estate to crypto, commodities, participations, and tangible assets. Reporting is automated, producing client reports, balance sheets, and performance overviews that are white-label ready.
The value proposition centers on saving significant time and resources. 7Assets automates tasks that typically consume hours per client per month, freeing up teams to focus on advisory services rather than administration. The platform is designed for rapid deployment, with no lengthy IT projects or consultant armies required; it can be operational within hours. This data-driven approach empowers advisors with consolidated performance data, asset class comparisons, and cashflow analyses, enabling more informed client discussions and decisions.
- CategoryFinancial Analysis Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
7Assets's Core Features
Automated overnight data processing for asset reconciliation and valuation
Direct integration with over 2,500 banks and custodian interfaces
Comprehensive multi-asset coverage including traditional, real estate, PE/VC/HF, and alternatives
Bank-grade security with hosting in Germany and end-to-end encryption
White-label and tenant-ready customization options
Automated transaction categorization and consolidated balance sheet generation
Real-time cashflow analysis for real estate portfolios
Structured data capture for private equity and venture capital investments
Automated generation of white-label client reports and performance overviews
Eliminates manual data entry and spreadsheet reliance
Rapid deployment, operational within hours
Data-driven insights for informed client advisory
How to use 7Assets?
Connect Data Sources: Integrate bank accounts, SFTP, and custodian files automatically via over 2,500 available interfaces.
Automatic Reconciliation: Overnight processing synchronizes positions, categorizes transactions, and updates valuations, flagging any discrepancies.
Access Consolidated View: Review a unified overview of all mandates, asset classes, and entities in real-time.
Generate Reports: Utilize automated, white-label ready reports for clients, including balance sheets and performance summaries.
7Assets's Use Cases
- Consolidated Wealth Overview
- Automated Reporting
- Real Estate Cashflow Analysis
- Private Equity Tracking
- Bank Reconciliation
- Data-Driven Advisory
- Operational Efficiency
- Tenant Portal Management
