7Assets

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About
7Assets is an AI-powered digital platform designed to provide a comprehensive overview of your financial life. It automatically collects and organizes financial data, from daily expenses to complex investments. The platform supports various asset classes, including securities, real estate, private equity, and alternative assets like cryptocurrencies and collectibles. Key features include cash flow analysis, portfolio synchronization, and AI-driven insights to help users make informed decisions. 7Assets offers a user-friendly interface with bank interface connections for seamless data integration and automated processes to reduce administrative overhead.
Platform
Task
Features
• ai-powered analysis
• real-time data updates
• cash flow analysis
• portfolio synchronization
• automated financial data collection
• asset allocation
• bank interface connections (2500+)
• multi-asset class support (including traditional and alternative assets)
FAQs
What is 7Assets?
7Assets is an innovative, AI-powered digital platform for asset management. It offers a holistic overview of your entire wealth – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables.
How can 7Assets help me manage my wealth?
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.
Is my data security guaranteed when using 7Assets?
Yes, the security of your data is our top priority. 7Assets uses modern encryption methods and secure servers for the IT infrastructure. Accounts can also be secured with various types of multi-factor authentication (MFA).
Which asset types 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 consulting processes.
How can I register with 7Assets?
Register for free now and follow the instructions to create your account. You can immediately start organizing and managing your finances and assets.
Pricing Plans
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