Financial platforms

Assetopia App

In development

Portfolio intelligence built around your accounts, holdings, and financial decisions.

Our first platform brings together portfolio data, analytics, and AI-assisted review for investors and financial teams.

Development focus

From portfolio data to a clearer view.

These are the areas shaping the platform. Availability and scope will be confirmed as development progresses.

Bring account and holding information into a consistent structure, with security identifiers and source details kept in context.

Less fragmentation across accounts and imports.

Consider holdings in their original currencies and a common reporting currency, with pricing and conversion context.

A clearer view of portfolios that span markets.

Explore the securities and funds behind a portfolio, including underlying exposure where suitable data is available.

More context for understanding concentration and overlap.

Connect assistance to structured portfolio information, with explanations and human review as part of the intended workflow.

Insights that can be considered alongside their supporting information.

Design priorities

Accounts, currencies, prices, and sources are part of the analysis, rather than detached from the result.

The aim is to connect portfolio structure and analytical tools with assistance that can explain its context.

The platform is being designed to support investigation and review, with people accountable for their financial decisions.

Talk to us about the portfolio workflows that matter to you.