7Assets

Your smart financial overview

Freemium

Description

7Assets provides an intelligent digital platform designed for holistic wealth management. It leverages Artificial Intelligence to automatically capture, organize, and analyze your diverse financial streams, encompassing everything from daily expenditures to complex investments across various asset classes. The system supports traditional assets like securities and real estate, as well as alternative investments such as private equity, venture capital, cryptocurrencies, precious metals, and even collectibles like sneakers, watches, and art.

The platform aims to simplify financial complexity by consolidating all assets and liabilities into a clear wealth balance sheet and providing detailed cash flow analyses. By automating data aggregation through numerous bank interfaces and manual uploads, 7Assets reduces administrative tasks. It offers intuitive dashboards for full transparency and control, enabling users, including individuals, family offices, and financial advisors, to gain data-driven insights and make more informed financial decisions with enhanced security through modern encryption and multi-factor authentication.

Key Features

AI-Powered Insights: Utilizes AI for data analysis, statistics generation, and simplification of complex financial processes.
Comprehensive Asset Tracking: Manages securities, real estate, private equity, venture capital, hedge funds, cryptocurrencies, precious metals, collectibles, and more.
Automated Data Aggregation: Connects with over 2500 bank interfaces and supports manual uploads for seamless data processing.
Cash Flow Analysis: Automatically captures and organizes all incoming and outgoing cash flows.
Unified Wealth Balance Sheet: Generates a clear overview of all assets, liquid funds, and liabilities.
Interactive Dashboards: Offers full financial transparency and smart asset management control.
Time & Cost Savings: Reduces administrative workload through automation and AI-driven analysis.
High Security Standards: Employs modern encryption technologies and multi-factor authentication options.

Use Cases

Consolidating all personal or client financial accounts and assets in one place.
Tracking the performance of diverse investment portfolios, including alternative assets.
Automating the process of financial data collection and organization.
Analyzing personal or client cash flow patterns.
Generating comprehensive wealth balance sheets.
Making informed financial decisions based on AI-driven insights.
Streamlining administrative tasks for financial advisors and wealth managers.
Managing real estate investment details like cash flow and rent history.

Frequently Asked Questions

What is 7Assets?

7Assets is an innovative, AI-powered digital platform for wealth management. It provides a holistic overview of your entire wealth – including cash flow, real estate, securities, cryptocurrencies, precious metals, and other valuables. The platform helps 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 wealth?

7Assets assists by offering a detailed and automated representation of your assets. With just a few clicks, you can oversee and manage your finances, investments, and other valuables. The platform updates and organizes your data in real-time, ensuring you always have a current overview of your financial status.

Is my data security guaranteed when using 7Assets?

Yes, the security of your data is a top priority. 7Assets uses modern encryption methods and secure servers for its IT infrastructure. Additionally, 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 wide variety of asset types, including cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles, and more. The platform is designed to handle a broad 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 sector, financial advisors, wealth managers, family offices, and other financial institutions can use the platform to optimize their advisory processes and offer enhanced service to their clients.