Your wealth works. Your data should too.
The digital backbone for Family Offices and Asset Managers.
7Assets processes thousands of data points overnight: positions reconciled, valuations updated, reports ready. Your team starts the morning with answers, not tasks.
Why 7Assets
Not a dashboard. A data engine.
7Assets doesn't just show your wealth, it continuously works your wealth data. Automatically, across all asset classes, across all custodians.
2,500+ Bank Integrations
Automatic sync with over 2,500 banks and custodians. Processed every night, current every morning. No CSV uploads, no manual maintenance.
Bank-Grade
Vetted and deployed by leading banks. Hosted in Germany, end-to-end encryption, tenant isolation at database level.
True Multi-Asset Coverage
Not just stocks and ETFs. Real estate with cash flow analysis, PE/VC/HF with capital calls, alternative assets incl. valuation logic. All in one consolidated view.
White-Label & Multi-Tenant
Your branding, your clients, our infrastructure. Client portal at the push of a button.
Batteries Included: Pricing Data
Current valuation data for all liquid asset classes is included. No separate data licenses, no hidden costs for price feeds. Your assets are valued correctly from day one.
Consolidated Wealth Balance
Automatic bank reconciliation, transaction categorization, consolidated wealth balance across all asset classes. No spreadsheets, no manual updates.
What 7Assets does for you every night
Not just storing. Processing, reconciling, valuing.
Portfolios auto-reconciled
Positions from 2,500+ banks are synced and reconciled overnight. Price deviations, splits, corporate actions: processed automatically.
Real estate cash flows in real-time
Rental income, operating costs, yields: consolidated and multi-tenant ready. Automatic cash flow analysis per property, across portfolios.
PE/VC/HF properly structured
Capital calls, distributions, IRR, multiples: private equity and venture capital properly captured instead of hidden in spreadsheets.
Every asset class covered
From securities to real estate to private equity. And everything in between: crypto, commodities, participations, tangible assets. One platform, no limits.
Consolidated wealth balance
All asset classes, all mandates, all entities: one consolidated view of assets, liabilities, and net worth. Automatically updated.
Reports without effort
Client reports, wealth balances, performance overviews: auto-generated, white-label ready, ready to share.
Important Insights
Processed overnight, ready by morning
7Assets processes your wealth data overnight: positions reconciled, valuations updated, breaks flagged. Your team starts the morning with finished reports instead of data maintenance.
2,500+ Integrations
Automatically connected, not manually maintained
Over 2,500 banks and custodians automatically connected. SFTP feeds, API connections, CSV imports. Configured once, synced continuously. No manual uploads.
Consolidated View
All mandates, all asset classes, one view
No more Excel files per client. 7Assets consolidates all wealth data across asset classes, entities, and jurisdictions in one view. In real-time, not with delay.
Automation
Hours saved, not minutes
On average 6 hours less reporting effort per client per month. Automatic transaction categorization, automatic valuation, automatic reports. Your team advises instead of administrating.
Instantly operational
No IT projects, no vendor lock-in
Create account, connect banks, go. No 6-month implementation project. No army of consultants. 7Assets runs in hours, not months.
Bank-grade
Security at the level of leading banks
Hosted in Germany, end-to-end encryption, tenant isolation at database level. Deployed by leading banks. Regular penetration tests.
Data-driven decisions
Advise based on data, not gut feeling
Consolidated performance data, asset class comparisons, cash flow analyses: all automatically calculated. Your clients see results, not raw data.
Experience the digital wealth management of the future already today
With just a few clicks, anytime and from anywhere.
Over €1.2B in managed assets, 2,500+ bank integrations, and a growing network of Family Offices and Asset Managers. The numbers speak for themselves.
2500+
Banken-Schnittstellen
€1.2+ B
Assets Under Management
800+
Endkunden
19+
Jahre an Erfahrung
What happens behind the numbers
The data engine in detail
How It Works
Three steps from fragmented data to a consolidated wealth view.
Connect Data Sources
Automatically connect banks, SFTP, custodian files. Over 2,500 integrations available. Set up once, synced continuously.
Automatic Reconciliation
Overnight: positions reconciled, transactions categorized, valuations updated. Breaks are flagged automatically.
Reporting & Client Portal
Ready by morning: white-label reports, client access, consolidated view. Your team advises instead of administrating.
Testimonials
Success Stories of users
Head of Operations
Single Family Office · Southern Germany
We manage wealth across nine asset classes, spread over seven custodian banks. Monthly consolidation used to take two full working days. Since implementing 7Assets, our data is reconciled before the team opens their laptops. The automated transaction categorization alone saves us an estimated 15 hours per month.
CTO
Multi Family Office · London
We manage 40+ client families across three jurisdictions. Before 7Assets, reconciling positions across custodians was a weekly fire drill. Now the platform processes thousands of transactions overnight and flags breaks before we even look. The consolidated reporting across traditional and alternative assets was the tipping point for us.
Managing Director
Independent Asset Manager · Frankfurt
Our clients expect real-time digital transparency. I used to spend six hours per month per client on data preparation alone. 7Assets reduced that to under one hour. The integrated wealth comparison across all asset classes gives us a real edge in client conversations, even against the big houses.
FAQ
Answers to all questions
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Bring jetzt Ordnung in deine Finanzen.
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