7Assets
vs
intelliAssets
7Assets
7Assets is a digital platform designed to simplify and centralize your financial management. This innovative tool uses AI to automatically track and organize your financial flows, ranging from everyday expenses to complex investments.
It provides a comprehensive overview of various asset classes, including securities, real estate, private equity, and alternative assets like cryptocurrencies and collectibles. By connecting to over 2500 banking interfaces, 7Assets offers real-time insights and helps users make informed financial decisions.
intelliAssets
intelliAssets is a comprehensive platform designed to streamline the management of digital assets. It combines AI-driven insights with user-friendly tools to help both individuals and businesses efficiently track, organize, and optimize their investments.
The platform provides real-time tracking and analytics for a wide range of assets, including stocks, ETFs, mutual funds, and cryptocurrencies. intelliAssets facilitates informed decision-making through detailed performance metrics, automated notifications, and personalized financial management features.
7Assets
Pricing
intelliAssets
Pricing
7Assets
Features
- Securities: Transparent, secure, and clear overview of portfolios.
- Real Estate: Manage all properties in one place, with cash flow analyses and mass uploads.
- Private Equity (HF, VC, PE): Track and analyze complex investments.
- Alternative Assets: Manage cryptocurrencies, precious metals, collectibles, and more.
- Balance Sheet: A clear presentation of liquid assets and liabilities.
- Cash Flow Analyses: Track and organize all cash flows, from monthly expenses to investments.
intelliAssets
Features
- Investments: Track and manage investment portfolios, including stocks, ETFs, and mutual funds, with real-time insights.
- Cryptocurrency: Monitor and optimize cryptocurrency assets with AI-powered analytics and market tracking.
- Track Profits: Easily track investment profits and losses with detailed breakdowns and performance metrics.
- Track Dividends: Stay informed about dividend payouts and yields with automated tracking and notifications.
- Create Stock Lists: Build and manage custom watchlists to follow favorite stocks and market trends effortlessly.
- Personal Finance: Gain better control of personal finances with detailed budgeting, tracking, and forecasting features.
- Unified Asset Management: Manage all assets—from investments to personal finances—in one seamless platform.
- Real-Time Tracking: Stay updated with live market data, asset performance metrics, and custom alerts.
- AI Insights: Leverage the power of AI to uncover patterns, automate tracking, and make data-driven decisions.
- Seamless Integrations: Effortlessly connect to platforms like Binance and manage assets with easy import/export features.
7Assets
Use cases
- Tracking and managing personal finances and investments.
- Centralizing asset management for family offices.
- Providing financial overview and analysis for financial advisors.
- Simplifying portfolio management for asset managers.
- Analyzing cash flow for individuals and businesses.
intelliAssets
Use cases
- Tracking and managing diverse investment portfolios.
- Monitoring and optimizing cryptocurrency investments.
- Tracking investment profits, losses, and dividend payouts.
- Creating and managing custom stock watchlists.
- Managing personal finances with budgeting and forecasting tools.
7Assets
FAQs
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What is 7Assets?
7Assets is an innovative, AI-powered digital platform for asset management. It provides a holistic overview of your entire assets – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables. Our platform makes it easy to manage all your financial information in one place and offers practical tools and guidance to optimize your financial management.How can 7Assets help me manage my assets?
7Assets helps you by providing a detailed and automated representation of your assets. With just a few clicks you can view and manage your finances, investments and other valuables. The platform updates and organizes your data in real time so that you always have an up-to-date overview of your asset status.Is my data security guaranteed when using 7Assets?
Yes, the security of your data is our top priority. 7Assets uses modern encryption methods and uses secure servers for the IT infrastructure. In addition, the accounts can be secured with various types of multi-factor authentication (MFA).What types of assets can I manage with 7Assets?
With 7Assets you can manage a variety of asset types, including cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles and more. The platform is designed to handle a wide range of assets clearly and efficiently.Is 7Assets also suitable for B2B customers?
Yes, 7Assets offers valuable functions for both B2C and B2B customers. In the B2B area, financial advisors, asset managers, family offices and other financial institutions can use our platform to optimize their advisory processes and offer their customers improved service.
intelliAssets
FAQs
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What types of assets can I manage with intelliAssets?
You can manage a variety of assets, including stocks, ETFs, mutual funds, cryptocurrencies, and personal finances.What are the pricing plans intelliAssets offer?
intelliAssets offer four plans: Basic (Free), Pro ($2.25/month), Investor ($16/month) and Enterprise (Custom pricing).
7Assets
intelliAssets
