Partner program for advisers and client services
Grow your client offering with MyAssets
Partner with MyAssets and support your clients with powerful tools for asset management, wealth planning and reporting, and secure document organisation.
MyAssets helps partners deliver a clearer picture of client wealth through one secure platform for asset tracking, reporting, and planning.
Give your clients a complete view of assets, liabilities, and net worth.
Deliver secure document storage, planning tools, and reporting.
Choose a partner model that fits your business and revenue goals.
Get 14 day free trial • No credit card required • Full feature access
Bank-Level Security
Protected Data Privacy
Flexible Partnership Models
Trusted Industry Reputation
Why Partner with MyAssets?
MyAssets helps its partners deliver more value without adding more complexity. With our platform, you can support clients with better asset visibility, secure document organisation, and convenient access to planning and reporting tools — all in one platform designed to strengthen your client relationships.
CLIENT VALUE
Seamlessly collaborate with clients on a secure platform
Give your clients a secure platform to collaborate with you. MyAssets brings document sharing, asset tracking, and permissions setting into one protected workspace, helping you and your clients stay aligned while maintaining privacy and control for sensitive information.
Complete Wealth View
See assets, liabilities, net worth, and ownership details in one place.
Clear Asset Visibility
Bring properties, finances, collectables, and belongings into one organised page view.
Net Worth Clarity
Help clients understand how their assets and liabilities connect to their overall wealth position.
Organised Client Records
Keep asset details, records, documents, valuations, and contacts structured in one secure place.
Solutions We Can Offer To Your Clients
Help your clients move beyond scattered spreadsheets, manual folders, and lost records. MyAssets gives partners a secure, structured platform to support asset management, wealth visibility, financial planning, and more — all in one place.
Asset Management
Manage every asset in one place. MyAssets helps you and your clients track, monitor, and organise financial and physical assets in one secure platform. Gain complete visibility, maintain accurate records, and make smarter decisions every day.
Wealth Management
Give clients a clearer view of their wealth. By bringing asset valuations, liabilities, net worth, and supporting documents together, MyAssets helps you support clients with better understanding of their wealth distribution and overall financial position.
Smart Asset Linking
See the full picture of your wealth by connecting the things that matter. MyAssets links your properties, valuables, documents, policies, people, and agreements in one place so you always know what you own, where it is, and who it’s connected to.
Asset & Wealth Reporting
Turn asset records into client-ready reports. MyAssets helps partners transform asset information into useful reports and summaries for clients. Instead of manually compiling spreadsheets and documents, you can generate reports through one click of a button.
What You Can Do with MyAssets
Designed to make your life easier, MyAssets lets you:
01
Streamline Your Asset Management
MyAssets gives you a central, user-focused platform to store and manage your asset information. Simplify your management processes by keeping detailed asset records and associated documents and images in one place. You can also group your assets into versatile categories for a more personalised organisation.
02
Monitor Data Online
MyAssets’ dashboards provide a quick breakdown of your assets by type, value, and location, making it easy to track growth and changes in your net worth over time. Review investments, manage insurance and estate planning, and get reminders of where you stored an item (or why you stored it!).
03
Gain Peace of Mind
MyAssets secures all asset information entrusted on the platform with Bank-Grade Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS), two of the best-in-class encryption protocols in the market.
Effortless Asset Management
Designed to keep your assets organized, accessible, and secure.
General Assets
Capture all your assets and then refine and recategorise them, when you're ready, without slowing down your organisation.
MyFinances
Manage cash & banking accounts, traditional investments, insurance, and other financial assets with one integrated finance organiser. Embrace the growing number of integrations worldwide and seamlessly update finances.
MyProperties
Track the value and status of all your properties. From purchase price to rental income, MyProperties helps you monitor every aspect of a real estate portfolio – making property management seamless and efficient.
MyCollectables
MyCollectables is your go-to dashboard for organising and tracking collectables such as art, watches, trading cards, etc. Monitor market trends, value fluctuations, and easily share your collection with others.
MyBelongings
Digitally catalogue other belongings — including furniture, appliances, clothing, and more — along with their associated documents and images.
MyAgreements
Manage loans, mortgages, rental leases, and insurance as agreements on the platform, and connect each one to their respective asset for a complete, organised financial overview.
Frequently Asked Questions
Find answers to common questions and get quick solutions to your concerns.
Visit Knowledge BaseYou can choose from a variety of major credit cards, regardless of the card’s currency.
