Assetgrip
Assetgrip’s dedicated family office software provides an overview of all assets at a glance as well as insights needed to make disciplined investment decisions.
What sets Assetgrip apart?
"Our dedicated family office software leads to overview, insight and control. Proven, independent of the financial industry and safe."
Peter Nethe
Product
Get an overview of what this software does.
Main tasks
- Consolidated reporting
- Risk management
- Portfolio management
- Cashflows management
- Performance measurement
- Benchmarking
- Impact/ESG reporting
Top features
- Consolidated reporting (a.k.a ‘the big picture’ – All assets are supported)
- Investment decision tools (Long Term Strategic Asset Allocation, Short Term Tactical Asset Allocation, Scenario & Sensitivity analysis)
- Investment statistics (Risk Reward Metrics, Alpha, Beta, Tracking Error, Information Ratio, Sharpe-Ratio)
- Modelling future cashflows (WACC, NPV, IRR; Cluster individual instruments)
- Performance measurement (Price-effect, Quantity-effect, FX-effect)
- Portfolio management (Comparing Soll-Ist situation)
- Private equity (Commitments, Capital calls, Obligations, Distributions; Industry multiples; IRR; NPV)
- Risk management (Economic exposures)
- Smart charting valuation (Correlations, Charts)
- Valuation (Future Cashflows (expected, worst, best case)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Whitelabel
- Yes
Type of software
- Fully stand-alone
Security
- Dedicated Assetgrip SQL server on local network
Encrypted Assetgrip software (connection string) - Two-factor authentication (VPN connection)
- Client + user password
- User roles (admin, super user, user)
Ecosystem
- Microsoft
Integrations
- MS SQL Server + Office 365
Mobile App
- No
Type of data
- Holding level
Custodians
- 0 (intentionally)
Multi-currency
- Users can set multiple base currencies
- Users can separate holding level gain/loss from currency gain/loss
- Based on holding/position data
Cost structure
- Flat fee
- Assets under reporting (%)
Average cost p.a.
- SFO: euro 60k/year
- MFO: 10-20 bp asset under-reporting
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 0-10
Founded
- 2001
Ownership
- Owned by management
Incorporated
- Netherlands
Locations
- Netherlands
Top 5 Markets
- Belgium
- Netherlands
- Switzerland
- Germany
- France
Avg. AUM per client
- $800 million
Focus
- Single-family offices (SFOs)
Secondary focus
- Multi-family offices (MFOs)
What do clients say about Assetgrip?
On request
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone; dedicated contact; in-person on-site support
Pricing of support
Free support; based on SLA
Onboarding
Technical: 1 day. Functional: 1 week. Full up-and running: 1 month.
Customisation
Excel Smart Import Wizards
Bespoke development
Yes
Added services
Data entry; investment advice; software development
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