7Assets

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.

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.

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?

1. 1

   Connect Data Sources: Integrate bank accounts, SFTP, and custodian files automatically via over 2,500 available interfaces.

2. 2

   Automatic Reconciliation: Overnight processing synchronizes positions, categorizes transactions, and updates valuations, flagging any discrepancies.

3. 3

   Access Consolidated View: Review a unified overview of all mandates, asset classes, and entities in real-time.

4. 4

   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

FAQ from 7Assets

• What is 7Assets and how does it help manage wealth?

  7Assets is an AI-powered digital wealth management platform offering a holistic overview of all assets, including cashflow, real estate, securities, crypto, and more. It simplifies managing financial information and provides tools for optimization.

• How does 7Assets automate wealth management tasks?

  7Assets automates detailed and real-time asset representation. It updates and organizes data automatically, providing an up-to-date overview of your wealth status with just a few clicks.

• Is my data secure with 7Assets?

  Yes, data security is a top priority. 7Assets uses modern encryption methods, secure servers, and supports multi-factor authentication (MFA) for account security.

• What types of assets can be managed with 7Assets?

  You can manage a wide variety of assets, including cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles, and more, all within a clear and efficient interface.

• Is 7Assets suitable for B2B clients like wealth managers?

  Yes, 7Assets offers valuable functions for B2B clients, including financial advisors, wealth managers, and family offices, to optimize their advisory processes and enhance client service.

• How do I sign up for 7Assets?

  Signing up is simple: visit the 7Assets website, click 'Register for Free', and follow the instructions to create your account and start organizing your finances.

• Does 7Assets have a mobile app?

  Currently, the 7Assets platform is primarily web-based. A mobile app is planned for future development to offer users more flexibility and convenience.

• What is the value proposition of 7Assets for financial professionals?

  7Assets significantly reduces reporting effort, saving an average of 6 hours per client per month through automated transaction categorization, valuation, and reporting, allowing teams to focus on advisory.

• How quickly can I start using 7Assets?

  7Assets is designed for rapid deployment. You can create an account, connect your banks, and start using the platform within hours, avoiding lengthy implementation projects.

• Does 7Assets include pricing data for assets?

  Yes, current valuation data for all liquid asset classes is included, eliminating the need for separate data licenses or hidden costs for price feeds.