Asset Class
API—OSS—FREE—DOCS4/5
AC5.4#66 of 81
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Portfolio Management Software ·No free plan on record· paid from $1/mo
About
Asset Class is ranked #66 of 81 in portfolio management software on Inferse. It runs on Android, iOS, Web. There is no free plan. Paid plans start at $1/mo.
Compared on portfolio management software
- Free plan
- Noassetclass.ai
- Paid from
- $99/user/moassetclass.ai
- Asset class coverage
- multi_asset_alternativesassetclass.ai
- Performance reporting
- Yesassetclass.ai
Facts
- Purpose
- Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows.assetclass.ai · 8 Oct 2026
- Family office portfolio
- The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations.assetclass.ai · 8 Oct 2026
- Reporting
- The family-office page says consolidated performance and capital statements can be assembled from live data, personalized per client or family member, and cite every figure.assetclass.ai · 8 Oct 2026
- Investor portal
- The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements.assetclass.ai · 8 Oct 2026
- Integrations
- The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid.assetclass.ai · 8 Oct 2026
- Security
- Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption.assetclass.ai · 8 Oct 2026
- Privacy compliance
- Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location.assetclass.ai · 8 Oct 2026
- Access controls
- The security page describes granular user permissions and multi-factor authentication.assetclass.ai · 8 Oct 2026
- AI handling
- The family-office page says its AI operates under a zero-data-retention constraint and that AI work proceeds up to the point the team signs off.assetclass.ai · 8 Oct 2026
- Mobile app
- Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone.assetclass.ai · 8 Oct 2026
- Target customers
- The family-office offering is presented for single- and multi-family offices managing complex portfolios.assetclass.ai · 8 Oct 2026
- Pricing structure
- The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM.assetclass.ai · 8 Oct 2026
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Where it ranks on Inferse
Sources
- assetclass.ai/about· checked 8 Oct 2026
- assetclass.ai/family-office· checked 8 Oct 2026
- assetclass.ai/integrations· checked 8 Oct 2026
- assetclass.ai/enterprise-grade-security· checked 8 Oct 2026
- assetclass.ai/asset-class-mobile· checked 8 Oct 2026
- assetclass.ai/pricing· checked 8 Oct 2026