A Digital Platform for All Asset Types
Get organised with a multi-asset management system built with dedicated yet integrated dashboards for various asset types.
No card details required.
Explore the Dashboards on the Platform
Explore the Global and category-specific dashboards designed to provide a centralised view for managing assets.
General Assets
General Assets gives you a flexible way to add and organise assets without choosing a category right away. Reclassify assets into MyCollectables, MyBelongings, or MyProperties, organise them into Groups, track valuations, and share access with trusted Delegates while keeping your portfolio organised and your asset information connected too.
MyFinances
The MyFinances dashboard is an integrated finance organiser focused on the in-depth tracking of your financial assets, liabilities, and financial net worth. With powerful and user-friendly features, it helps you organise, track, and manage your financial accounts while connecting them to your other assets.
MyProperties
The MyProperties dashboard gives you a dedicated digital space to organise, track, and connect your properties — rentals, villas, family homes, etc. — to your other assets. Focused on the in-depth tracking of your real estate assets, liabilities, and net worth, it allows you to oversee your property portfolio in one platform.
MyCollectables
The MyCollectables dashboard is a digital gallery built with intuitive asset management features. With a focus on the in-depth tracking of your collectable assets, liabilities, and net worth, it encourages you to create a digital inventory of your collectables —from art and luxury cars to action figures and movie memorabilia — to ensure they get the care they deserve.
MyBelongings
The MyBelongings dashboard is an inventory manager that simplifies your management tasks — from insurance claims to relocation — while keeping your belongings connected to your other assets. It allows you to declutter and simplify your personal inventory by keeping track of your belongings along with their associated documents and images.
MyAgreements
MyAgreements helps you organise loans, mortgages, rental leases, and insurance policies in one secure place. Connect agreements to your relevant assets, properties, and contacts while tracking key terms, balances, payments, expenses, reminders, and important dates for a complete view of your financial commitments and how they relate to your wider wealth.
Features that Complete the MyAssets Experience
Global Dashboard
The Global Dashboard is the first page that welcomes those signing into the platform. Providing a summary of asset data across all categories, this page allows for the easy viewing of current net worth, assets, and liabilities in your preferred currency.
Groups
Organise assets according to individual preferences or requirements with Groups. Create dynamic, cross-category groupings for a more personalised and flexible aproach to asset tracking and management.
Document Vault
Secure asset-related documents in Document Vault. This built-in file management system stores digital copies of asset-related files with quick global access, bank-grade end-to-end encryption, and automatic cloud backups for reliable data protection.
Address Book
Connect assets to the right people and get a clear overview of these relationships with Address Book. Create and categorise contacts, then link them to relevant assets across the platform for smoother management.
Delegates
Give the right people access as Delegates with customised permissions. Decide what specific asset category or broader account settings they can access under Advanced Settings. Choose exactly what each person can view, edit, create, or delete.
Bank Level Security
MyAssets utilises Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS) to secure your data. Store your files safely in a secure Document Vault featuring bank-grade end-to-end encryption.
MySchedule
Upload and organise important dates, recurring transactions, and financial milestones in one place with MySchedules. Build a clear view of upcoming financial activities and key dates, making it easier to stay organised and keep track of what’s ahead for each asset.
MyReports
Create detailed asset records and generate customisable summaries in one platform. Make analysis, data sharing, and record-keeping more efficient and precise by presenting asset data in a clear, structured format.
Introducing Smart Asset Linking: Link Assets with Ease
Designed to accommodate assets of every kind, MyAssets makes it easy to integrate across asset types. From finances to collectables, properties to everyday belongings, and more — our platform helps manage the relationships between assets, so people can see how each one interacts and contributes to the broader financial picture.
Link, sync, and optimise your assets so that they work together.
