7Assets is an AI-driven wealth management platform designed to simplify financial data organization. It offers a comprehensive solution for asset tracking, including daily expenses and investments, by using AI for analysis and personalized suggestions. The platform integrates various financial data sources to give you a consolidated view of your wealth, along with intelligent insights and recommendations to help you optimize your financial management.
Who will use 7Assets?
Investors
Financial Advisors
Individuals seeking to manage their wealth
Small Business Owners
How to use the 7Assets?
Step1: Sign up on the 7Assets platform.
Step2: Link your financial accounts to the platform.
Step3: Input your investment details and daily expenses.
Step4: Use AI-generated insights to track your financial health.
Step5: Review personalized suggestions to optimize your wealth management.
Platform
web
ios
android
7Assets's Core Features & Benefits
The Core Features
AI-driven financial analysis
Consolidated view of all assets
Daily expense tracking
Personalized financial insights
Investment management
The Benefits
Simplified financial management
Enhanced investment decisions
Comprehensive asset tracking
Personalized financial recommendations
Time-saving and efficient
7Assets's Main Use Cases & Applications
Managing personal investments
Tracking daily expenses
Optimizing wealth management for small businesses
Providing financial advisory services
7Assets's Pros & Cons
The Pros
Comprehensive asset management covering a wide range of asset classes including unconventional assets
AI-supported data analysis and insights enable informed decision-making
Automated data capture and organization reduce manual administrative work
High level of security with modern encryption and multi-factor authentication
User-friendly interface suitable for both private and professional users
Real-time updates and seamless integration with numerous bank interfaces
The Cons
Primarily a web-based platform with no current mobile app
Real estate module still in development and growing
No public information about open-source code availability or GitHub repositories