AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights
Publish Date: 2026-02-25 09:18:00
Source Domain: www.prnewswire.com
MIAMI, Feb. 25, 2026 /PRNewswire/ — AssetView, a privacy-first financial technology company, today announced the launch of its personal investment dashboard for individual investors. The platform provides a unified view of investment data across financial relationships and asset classes, applying comprehensive analytics to deliver actionable insights into specific holdings and an investor’s overall portfolio. AssetView tracks net worth over time, brings financial planning into clear focus, and helps surface and evaluate opportunities. Investors can see how changes to a single holding may affect long-term outcomes—supporting more informed decisions with confidence.
AssetView’s founders previously built Mainstreet Commerce into an innovative, industry-leading order-management platform that today is part of Salesforce. Now, they are bringing that same entrepreneurial innovation, technical expertise, and commitment to security and privacy to personal investment management.
“AssetView brings investors tools that historically have been available only to advisors,” said Nicholas Laurie, CEO of AssetView. “Investors can track net worth and performance, evaluate risk and return, manage diversification across multiple dimensions, and execute confidently on a plan for their financial future. The personal investor is in the driver’s seat with a clear view of their global financial picture, powered by analytics and insights that help surface actionable opportunities.”
The platform features AssetView’s AI Insight Engine—an optional, privacy-first way to generate AI portfolio analysis. Investors choose what portfolio data to share by selecting their preferred level of detail. “Investor privacy is protected by routing interactions through AssetView’s secure infrastructure,” said Laurie. “The same interaction method is used by AssetView’s AI Import Engine, an option that enables investors to import…
