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Give the Right People Access with Confidence

Appoint your own “Delegates” and tailor levels of access – who can can create, edit, or view specific asset selections – with MyAssets.
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MyAssets: Smart Delegation

Add Delegates and define different levels of access for smart delegation that eases the workload while maintaining control. Confidently collaborate with others with these advanced settings.
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Multiple Stakeholders

Multiple Stakeholders

Assign various Delegates with varying levels of access control in different asset categories. Ensure each Delegate has the appropriate permissions and visibility for the areas or assets they are responsible for.
Multiple Stakeholders
Assign various Delegates with varying levels of access control in different asset categories. Ensure each Delegate has the appropriate permissions and visibility for the areas or assets they are responsible for.
Access Control

Access Control

Customise Delegate permissions with granular control over what they can view, edit, create, and delete within the account. This will ensure each access is tailored to specific responsibilities.
Access Control
Customise Delegate permissions with granular control over what they can view, edit, create, and delete within the account. This will ensure each access is tailored to specific responsibilities.
Security

Security

Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market ensure the security of asset information uploaded on the platform.
Security
Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market ensure the security of asset information uploaded on the platform.
Multiple Delegate Access

Multiple Delegate Access

Upgrade to a paid account and get access to three delegate seats. Have greater flexibility to assign roles, share responsibilities, and manage access across the account.
Multiple Delegate Access
Upgrade to a paid account and get access to three delegate seats. Have greater flexibility to assign roles, share responsibilities, and manage access across the account.

A Collaborative Solution for Seamless Asset Management

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Effortless Oversight

Effortless Oversight

Grant Delegates customised access control for designated asset silos, ensuring they perform their duties without risking unauthorised areas within the portfolio.
Expedient Continuity

Expedient Continuity

Providing authorised access for trusted individuals to the account ensures smooth operations and prevents bottlenecks in the management of assets.
Streamlined Collaboration

Streamlined Collaboration

Customised access controls ensure that trusted Delegates work with updated information in their designated areas and that restricted asset categories are secure.

All Assets, One Platform.

Your Complete Platform for Smart Asset Management.

MyAssets Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through MyAssets Limited as its agent.
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