Last updated: February 2026
Assetsfere is currently in beta. By using this platform, you acknowledge that the service is under active development. Features may change, and occasional bugs or downtime may occur. We appreciate your patience and feedback as we work to improve the experience.
Assetsfere is a wealth management platform designed for financial advisors and their clients. You agree to use the platform only for its intended purpose — managing and viewing investment portfolios, tracking financial goals, and communicating with your advisor or clients.
Access to Assetsfere is by invitation only. You are responsible for maintaining the confidentiality of your login credentials. You agree to notify us immediately if you suspect unauthorized access to your account.
Your use of the platform is also governed by our Privacy Policy, which explains what data we collect, how it is stored, and how it is used.
Assetsfere is a portfolio management and tracking tool. Nothing on this platform constitutes financial, investment, tax, or legal advice. All investment decisions should be made in consultation with a qualified financial professional.
Assetsfere is provided "as is" without warranties of any kind. We are not liable for any losses, damages, or issues arising from your use of the platform, including but not limited to data inaccuracies, service interruptions, or decisions made based on information displayed on the platform.
We reserve the right to suspend or terminate your access at any time, with or without notice, for any reason — including violation of these terms or misuse of the platform.
We may update these terms from time to time. Continued use of the platform after changes are posted constitutes acceptance of the updated terms.
If you have questions about these terms, contact us at support@assetsfere.com.