Asset Class
6.7#2 in property investment management softwareFrom $99 a monthAndroidiOSWeb
Visit| Fact | Asset Class | PoliBit |
|---|---|---|
| Integrations | The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid. | Custom integrations and API access are listed as Custom-tier features, and the demo page mentions integration options with existing tools. |
| Investor portal | The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements. | The white-labeled LP portal provides portfolio metrics, documents, transaction history, and multi-currency display. |
| Purpose | Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows. | PoliBit automates fund operations for cross-border funds, including investor onboarding, capital calls, distributions, and settlements. |
| 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. | PoliBit generates quarterly LP statements, capital account summaries, NAV bridges, cash-flow statements, and tax documents with ILPA-aligned output. |
| Security | Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption. | Its privacy policy says personal data is protected with encryption at rest and in transit; the policy also says PoliBit does not custody assets or intermediate financial transactions. |
You want what its maker publishes above — check its page for the details.
You want what its maker publishes above — check its page for the details.