Assetsfere lets firms and advisors track every asset in real time, deliver AI-driven insights, and give clients a clean, modern experience they'll actually use all under your brand.
Built for investment firms in Jamaica & the Caribbean ready for global rollout.
Good morning
Nicola Frazer
Total Portfolio
$2,847,350
AI Insight
Portfolio is overweight in tech equities. Consider diversifying into bonds.
+23.5%
1,247
$847M
Everything your advisors and clients need to understand their wealth in one secure, AI-powered platform.
Track stocks, funds, real estate, vehicles, and private assets in a single, client-friendly dashboard.
From clients to branch managers, deliver role-specific insights that highlight risks, opportunities, and next best actions.
Launch Assetsfere under your brand, across all branches and advisors, with firm-level customization built in.
Granular permissions, audit logs, and enterprise-grade security protect your firm and your clients' data.
Assetsfere's AI Insight Engine continuously scans portfolios, behavior, and market data to highlight what your team should focus on before clients even ask.
Your portfolio is overweight in local equities. Rebalancing 10–15% into global funds could reduce your risk.
3 of your clients have seen a 20%+ dip in total AUM over the last 90 days. Review their portfolios this week.
Branch A's average client engagement dropped 12% last quarter. Consider a campaign for clients with no logins in 60+ days.
From listed stocks to real estate and vehicles, Assetsfere combines live data feeds, market stats, and AI-based anchors to keep valuations realistic and explainable.
We blend parish-level market stats with AI-generated price ranges to estimate property values, keeping results grounded and client-friendly. No more random guesses defensible, explainable valuations for every asset type.
From firm admins to individual clients, everyone gets the tools and insights they need.
See AUM, performance, and risk across every branch and advisor in one place.
Understand branch performance, spot gaps, and coach advisors using data and AI insights.
Deepen client relationships with richer portfolio views and next-best-action suggestions.
Save time preparing for meetings with clean client snapshots and guided insights.
See everything you own in one app, understand what's happening, and get clear suggestions not jargon.
Assetsfere is built with enterprise-grade security and multi-tenant controls, so you stay in control of your clients' data.
Granular permissions for every user and branch
Firms separated by design
Track every key action and change
Industry-standard security practices
Today, Assetsfere surfaces risks, opportunities, and next actions. Tomorrow, it will become a true AI co-pilot helping you decide what to do next, and why.
Rule-based detection of risks, opportunities, and action items across your entire book.
AI-generated next steps with explanations, templates, and one-click actions.
Learns from your firm's behavior, market conditions, and outcomes to proactively guide decisions.
Early access partners will be featured here. Want to be among the first to transform your firm with AI-powered wealth management?
Get in ContactSchedule a live walkthrough and explore how Assetsfere can fit into your firm's workflows and client experience.
No commitment required • Setup in days, not months