7Assets is a digital wealth management platform for family offices, asset managers, and private banks, positioned as a "data machine" rather than a simple dashboard. Through AI-driven automated processes, it continuously processes wealth data, helping teams free themselves from data maintenance and focus on advisory and decision-making.
Purpose
The platform is designed to solve the problem of data fragmentation in multi-asset-class, multi-custodian-bank environments. Through a unified interface, users can manage cash, securities, real estate, private equity/venture capital/hedge funds, cryptocurrencies, precious metals, art, collectibles, and other assets, achieving a consolidated asset view, automatic bank reconciliation, transaction classification, and report generation.
Main Capabilities
- Automatic synchronization and reconciliation: Connects to interfaces of more than 2,500 banks and custodians, automatically synchronizing positions nightly, handling price discrepancies, stock splits, and corporate actions, with no CSV uploads or manual maintenance required.
- Multi-asset coverage: Supports securities, ETFs, real estate (including cash flow analysis), private equity/venture capital/hedge funds (capital calls, distributions, IRR, multiples), cryptocurrencies, commodities, equities, and more, providing a consolidated view.
- Automatic valuation and reporting: Built-in pricing data for all liquid assets, with no additional data licenses required; automatically generates white-label client reports, balance sheets, and performance overviews.
- White-label and multi-tenant: Supports custom branding, client portals, and database-level tenant isolation.
- Security and compliance: Hosted in Germany, end-to-end encryption, support for multi-factor authentication, regular penetration testing, and compliance with bank-grade security standards.
How to Use
- Register an account or book a demo on the official website.
- Connect data sources: automatically connect to banks, SFTP, or custodial files.
- The system automatically reconciles overnight, classifies transactions, updates valuations, and flags anomalies.
- The next morning, you can view the consolidated view, generate reports, and share them through the client portal. The platform is currently primarily web-based, with a mobile app in planning.
Applicable Scenarios
- Family offices managing multiple asset classes and custodian banks.
- Asset managers needing automated reporting and client portals.
- Private banks seeking efficient data integration and advisory support.
- B2C users can also use it, but the core functionality is oriented toward B2B.
Limitations
- The platform is mainly aimed at B2B, so features for individual users may be limited.
- A mobile app is not yet available.
- Specific pricing and charging models are not explained in the materials and are not currently provided.
