Assetgrip

At a glance

• Editor score
  3.3 / 10
• Pricing
  Pricing on request
• Best for
  Family offices analyzing listed and private assets
• Asset class coverage
  Multi_asset_alternatives
• Facts checked
  24 Sep 2026

• Where it wins

  • Consolidates assets, liabilities and commitments across holdings
  • Measures performance, allocation, risk and private-equity returns
  • Reports through dashboards, PDF and PowerPoint outputs

• Where it doesn't

  • Windows-only platform deployed on a self-hosted local network
  • Contact-sales purchasing makes costs less transparent
  • Focused on investment oversight rather than bookkeeping

Our verdict on Assetgrip

For single-family offices and their investment teams, Assetgrip brings listed and non-listed investments into a position-based view of assets, liabilities and commitments. Its scope includes traditional holdings and alternatives such as private equity, real estate, infrastructure and forestry. The platform is designed for investment oversight rather than bookkeeping, so it fits teams that need to analyze portfolio composition and results rather than manage their accounting in the same system.

The analysis covers strategic and tactical allocation, risk scenarios and sensitivities, expected cash flows, and liquidity monitoring. Performance measurement can account for quantity, price and foreign-exchange effects, while private-equity reporting includes net IRR and MOIC. Consolidated dashboards and PDF or PowerPoint output support reporting, and Excel integration and import wizards provide a route for working with spreadsheet data. Microsoft SQL and Power BI are also listed integrations, giving the platform a defined Microsoft-oriented footprint.

Assetgrip is described as an in-house system deployed on a local network, with Windows as its listed platform. That model may suit offices seeking self-hosted investment tools, but it is a narrower fit for teams that want a cloud-based or cross-platform service. The vendor offers email and phone support, and two-factor authentication is listed. Pricing is contact-sales rather than published as plan tiers. Choose Assetgrip when consolidated multi-asset analysis, including private-equity metrics and liquidity, is central to family-office oversight; look elsewhere if bookkeeping, broader platform choice or upfront plan pricing is a priority.

Your product? Our editors can test Assetgrip in depth and publish a review, labelled as paid · from $149/mo →

Assetgrip pricing

Assetgrip fact sheet

Assetgrip integrations

Assetgrip lists 3 integrations on its own site.

• Microsoft Excel
• Microsoft SQL
• Power BI

Alternatives to Assetgrip

• BABlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
• Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
• Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2

See all Assetgrip alternatives →

Featured on iTechGuides

Assetgrip is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/assetgrip/"><img src="https://www.itechguides.com/best/badge/assetgrip.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update