- Financial institutions
- Private investors
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Unify your diverse investments and keep track of them in a single place.
Keeping track of all your investments can be challenging. Deposits, stocks, real estate, currency, jewelry – with such diversity, it may take considerable effort to get a clear overview of the assets you possess. And each of them has specific characteristics you must keep an eye on – stocks and currencies prices are subject to constant fluctuation, deposits earn interest, bonds reach maturity period, and funds pay out dividends.
Assets simplifies the process of specifying every characteristic based on a particular asset type. You can even define your own custom asset type and track the performance of your assets in a unified manner (displaying profit, payouts, etc.). The app also provides a built-in calendar feature so that you can never miss your payout or dividend distribution dates.
Originally developed as a private project for a financial institution, today Assets tool is available for investors and commercial organizations – everyone who is aiming to organize and keep track of their assets in a single place.