7Assets
7Assets is a digital platform for managing and organizing your finances and assets using AI.
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- 7Assets is a digital platform for managing and organizing your finances and assets using AI
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- 7Assets is a digital platform for managing and organizing your finances and assets using AI
Overview
7Assets is a smart digital organizer for your money and things you own, like stocks or a house. AI helps you keep track easily. It doesn't sell any financial products or give you financial advice. It's a tool to help you see and manage your own stuff. It provides a holistic overview of your entire wealth – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables. The platform makes it easy to manage all your financial information in one place and offers practical tools and guidance to optimize your financial management.
Access & connections
Where you can use 7Assets.
Platforms
Capabilities
What this tool accepts, produces, and is strongest at.
Highlights
- Automated financial overview
- Asset management
- Cash flow analysis
- Data-driven insights
- AI-powered analysis
- Bank interface connections
- Dashboard visualization
FAQ 9
What is 7Assets?
7Assets is a smart digital organizer for your money and things you own, like stocks or a house. AI helps you keep track easily. It doesn't sell any financial products or give you financial advice. It's a tool to help you see and manage your own stuff. It provides a holistic overview of your entire wealth – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables. The platform makes it easy to manage all your financial information in one place and offers practical tools and guidance to optimize your financial management.
How to use 7Assets?
Register an account, connect your accounts and assets (manually or automatically), and let 7Assets organize and analyze your financial data. Use the dashboards and insights to make informed decisions.
What is 7Assets?
7Assets is an innovative, AI-powered digital platform for asset management. It offers a holistic overview of your entire wealth – including cashflow, real estate, securities, cryptocurrencies, precious metals and other valuables. Our platform makes it easy to 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 assets?
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. The platform updates and organizes your data in real time, so you always have an up-to-date overview of your wealth.
Is my data secure 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. In addition, accounts can be secured with various types of multi-factor authentication (MFA). We explain more about this here.
What types of assets 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 sector, financial advisors, asset managers, family offices and other financial institutions can use our platform to optimize their consulting processes and offer their customers an improved service.
How can I register with 7Assets?
Registering with 7Assets is easy. Visit our website, click on “Register now for free” and follow the instructions to create your account. You can start organizing and managing your finances and assets immediately.
Is there a mobile app from 7Assets?
Currently, the 7Assets platform is primarily web-based. We are constantly working to improve our offering and plan to develop a mobile app to offer our users even more flexibility and convenience.
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