Assure Wealth

Assure Wealth provides clients with simple and understandable overviews of total wealth, risks and returns & reports which may include unlisted shares, private equity and alternative investments.

This solution offers reporting across all asset classes, allowing for comprehensive securities management. Innovative tools like “Wealth Navigator” provide portfolio benchmarking and access to fund fact sheets. In addition, the solution features a high-touch service that makes it ideal for Nordic wealth owners who want to hand over their consolidated reporting needs entirely.

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How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Assure Wealth apart?

"Assure Wealth is your assurance that the same parameters for calculating your wealth's returns and risks are being used for all wealth managers and portfolios."
Klaus Lauenborg Breitenstein

Product

Get an overview of what this software does.

Main tasks

  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

Top features

  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • Serviced software

Security

  • Two-factor login
  • Secure emails

Ecosystem

  • VITEC

Integrations

  • Accounting systems
  • DW-solutions

Mobile App

  • Yes

Type of data

  • Transaction level data

Accuracy

  • Mirroring all transactions from clients banks and asset managers
  • Reconciliation against custodians
  • Independent pricing of securities

Custodians

  • 35

Time to new custodian

  • 2–4 months

Multi-currency

  • Users can set multiple base currencies
  • Users can separate holding level gain/loss from currency gain/loss
  • Based on transaction data

Cost structure

  • Custodian use based (per connected custodian)
  • Transaction use based (per transaction)
  • Data based (per data feed integrated)
  • Feature based

Average cost p.a.

  • Pricing is defined by the client’s complexity.
  • When a price is compared against the client’s AUM the range normally shows a total cost of 0,03%–0,08% of AUM.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 11-50

Revenue

  • $2.5 million

Founded

  • 2014

Ownership

  • Key staff also have ownership
  • Clients are also owners

Incorporated

  • Denmark

Locations

  • Nivå

Top markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

Total AUM

  • $20 billion

Avg. AUM per client

  • $160 million

Focus

  • Individual wealth owners

Serves also

  • Single-family offices
  • Multi-family offices

Number

  • 50 UHNWI
  • 3 SFO
  • 10 foundations

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact
In person on site support

Pricing of support

Free support

Onboarding

Normally it takes 1-2 months depending on clients complexity.

Customisation

All reporting can be customized.

Bespoke development

Customised reporting
Custom defined asset classes
Flexibility on building the reporting structure across legal
Accounting structures.

Added services

Data entry
Book keeping
Software development

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FAQs

FAQs about Assure Wealth

Q
What is Assure Wealth?
A
Assure Wealth offers a financial data aggregation solution.
Q
What does Assure Wealth do?
A
Assure Wealth provides clients with a complete understanding of their wealth status including detailed risk/return analytics which can include unlisted shares, private equity, as well as alternative investments.
Q
How does Assure Wealth work?
A
Monitoring, handling, and reporting on client securities holdings and providing consolidated reports by combining data from all concerned 30+ custodians present in Denmark. It also provides regular follow-ups on the clients’ management setup.
Q
How much does Assure Wealth cost?
A
Assure Wealth’s pricing model is either custodian use-based, transaction use-based, data-based or feature-based.
Simple solutions for complex times.