7Assets

7Assets serves as the digital backbone for Family Offices and asset managers, processing thousands of data points overnight so teams start with answers in the morning. It integrates across asset classes and banks to consolidate wealth data into a single view without manual uploads. The tool emphasizes security, hosting in Germany, end-to-end encryption, and separate data handling by client. It targets Family Offices, wealth managers and private banks with a multi-asset, data-driven approach.

The system connects to over 2,500 banks and custodian networks to automatically synchronize data. Each night, positions are reconciled and valuations updated, enabling users to work with ready-made reports the next day without data entry. It supports a white-label, client-facing portal and mandantentrennung (tenant separation).

7Assets covers multiple asset classes, including securities, real estate with cashflow analysis, private equity and venture capital with capital calls and IRR, and other assets. It provides consolidated performance data and automated reporting, along with an asset-wide view that includes cash, liabilities and net worth. Reporting is designed to be white-label and shareable with clients.

The platform advertises deployment with “Hosting in Deutschland,” end-to-end encryption and tenant isolation, and offers a quick-start approach with no lengthy implementation. It highlights 2,500+ interfaces, a digitized process from data sources to automated reconciliation and ready reporting, and plans to be used by Family Offices and wealth managers in a compliant, scalable environment.

Use cases

• Automated, consolidated overview of all assets across multiple banks for Family Offices and wealth managers.