Assetgrip
The facts below are what the maker publishes about Assetgrip, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Assetgrip's own pages, with the date it was checked.
What it does
- Allocation
- It supports long-term strategic and short-term tactical asset allocation.checked 12 Oct 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 24 Sep 2026
- Asset coverage
- The platform lists 15 asset classes, including public and private equity, real estate, cash, commodities, and infrastructure.checked 12 Oct 2026
- CRM
- The brochure lists a CRM module among the product’s features.checked 12 Oct 2026
- Deployment
- The product presentation says Assetgrip runs on a single family office’s local network rather than as a cloud SaaS solution.checked 12 Oct 2026
- Excel and Microsoft tools
- The product is integrated with Microsoft Excel and lists SQL and Power BI among its technologies.checked 11 Oct 2026
- Excel integration
- Assetgrip integrates Excel worksheets into the application and can export selected worksheet print areas as PDF attachments to consolidated reporting.checked 12 Oct 2026
- Intended users
- The product is presented as a dedicated platform for single family offices and their investment decision-making.checked 11 Oct 2026
- Investment allocation
- The software supports long-term strategic and short-term tactical asset allocation.checked 11 Oct 2026
- Performance measurement
- Performance measurement includes quantity, price and foreign-exchange effects and private-equity metrics such as MOIC and Net IRR.checked 12 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Pricing data
- The product material lists shared central pricing from Refinitiv (Thomson Reuters Datastream).checked 11 Oct 2026
- Purpose
- Assetgrip describes itself as a dedicated family office platform and a centralized investment decision tool.checked 12 Oct 2026
- Reporting
- The product describes consolidated reporting called “The Big Picture” and says it can create PowerPoint and PDF reports.checked 12 Oct 2026
- Risk analysis
- Risk tools include economic exposures, liquidity and expected cash flows, plus scenario and sensitivity analysis.checked 12 Oct 2026
- Security
- The security overview lists a local network client with VPN connection, client and user passwords, user roles, encrypted client data, backups and two-factor authentication.checked 12 Oct 2026
- Support
- The brochure describes “Inside SFO support,” including shared central pricing, templates and help managing bank statements with Power BI in Excel.checked 12 Oct 2026
- Technology
- The maker’s brochure lists Excel, VBA, SQL and Power BI among the technologies used.checked 12 Oct 2026
The company
- Headquarters
- Vinkeveen, The Netherlandschecked 19 Oct 2026
- Maker and address
- The presentation lists Quant-Capital Partners BV at Groenlandsekade 45, 3645 BB Vinkeveen, The Netherlands.checked 11 Oct 2026
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