Assetgrip
5.8#75 in portfolio management softwareSelf-hostedWindows
Visit| Fact | Assetgrip | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Headquarters | Vinkeveen, The Netherlands | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | Assetgrip describes itself as a dedicated family office platform and a centralized investment decision tool. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Risk tools include economic exposures, liquidity and expected cash flows, plus scenario and sensitivity analysis. | Yes |
| 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. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | The brochure describes “Inside SFO support,” including shared central pricing, templates and help managing bank statements with Power BI in Excel. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
No prices published.
You want what its maker publishes above — check its page for the details.
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.