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Assure Wealth

Assure Wealth

Category
Data Aggregation
HQ
Denmark

Assure Wealth provides our clients with:

– Simple and understandable overviews of total wealth, risks and returns
– Reports which may include unlisted shares, private equity and alternative investments
– A comprehensive solution for securities management
– Ongoing follow-ups on your management setup
– A business relationship built on trust and confidence in which Assure Wealth acts in your best interest.

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
Contact Klaus Lauenborg

Key Company Info

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

Company

Facts about the company

Employees
  • 11-50
Revenue
  • $2.5 million
Founded
  • 2014
Ownership

 

  • Key staff also have ownership
  • Clients are also owners

 

Incorporated
  • Denmark
Locations
  • Denmark
Top 5 Markets
  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom
Total AUM
  • $14 bn
Avg. AUM per client
  • $160 million
Clients

Facts about the clients

Focus
  • Individual Wealth Owners (UHNWIs)
Serves also
  • Single-Family Offices
  • Multi-Family Offices
Number of clients:
  • 50 UHNWI
  • 3 SFO
  • 10 foundations
References

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Technology

Look under the hood

Type Of Software
  • Serviced Software
Security
  • Two-factor login
  • Secure emails
Ecosystem
  • VITEC
Integrations
  • Accounting systems
  • DW-solutions
Mobile App

Yes

Reporting-specific features

They handle reporting like this

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
Pricing & Co

Learn about the commercials

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 clients 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

Support & Services

Learn what support and services you can expect

Support options

We have a dedicated contact and with an in person on site support

Pricing of support

The support is free.

Onboarding

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

Customisation

All reporting can be customized.

Bespoke development

We offer customised reporting, custom defined asset classes and flexibility on building the reporting structure across legal and accounting structures.

Added services

Yes, we offer Data entry, Book keeping and Software development

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