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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.

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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