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Wealth Management

Scale the client experience, not the admin.

Your clients expect a modern, transparent experience across their private-market investments - and you need the operating efficiency to deliver it. Asset Class runs the onboarding, the branded portal, the reporting and the communications on one record, with AI doing the work up to the point your team signs off.

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A premium client experience, operated efficiently.

The client-facing polish of a modern platform with the back office of an institution - on one source of truth.

Onboard at scale

Subscriptions e-signed, key terms extracted and KYC chased, so new clients are onboarded in hours, not weeks.

A branded client portal

Holdings, statements, performance and documents self-serve under your brand, on any device.

Communications & reporting

Capital accounts, performance and updates assembled from live data and personalised per client, every figure cited.

The questions, answered

Routine client questions answered from each client's own entitled data, so your team's time goes to advice, not admin.

Onboard at scale

Subscriptions e-signed, key terms extracted and KYC chased, so new clients are onboarded in hours, not weeks.

A branded client portal

Holdings, statements, performance and documents self-serve under your brand, on any device.

Communications & reporting

Capital accounts, performance and updates assembled from live data and personalised per client, every figure cited.

The questions, answered

Routine client questions answered from each client's own entitled data, so your team's time goes to advice, not admin.

Onboard at scale

Subscriptions e-signed, key terms extracted and KYC chased, so new clients are onboarded in hours, not weeks.

A branded client portal

Holdings, statements, performance and documents self-serve under your brand, on any device.

Communications & reporting

Capital accounts, performance and updates assembled from live data and personalised per client, every figure cited.

The questions, answered

Routine client questions answered from each client's own entitled data, so your team's time goes to advice, not admin.

BY THE NUMBERS

More clients, the same operating team.

Up to

98%

less manual data entry at onboarding


87%

of clients open their statement within a week


80%

less time on routine client queries

PIPELINE & COMMITMENTS

Know exactly where every raise stands.

Track soft-circles, commitments, and documents against each investor and fund - with a live view of your pipeline that your whole team shares.

Commitment and allocation tracking

Document status against each investor

A live pipeline across every fund

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Onboarding & experience

A modern experience, from day one.

Asset Class issues and e-signs subscriptions, extracts key terms and chases KYC, giving your clients a branded portal where they can self-serve their holdings, statements and documents - the experience your clients expect, delivered without the manual lift.

Subscription e-sign + key-term extraction

KYC routing & chase

Branded portal on any device

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“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience.”

Simon Glendenning

COO, Partners Wealth Group

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo