Assetgrip review

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

Assetgrip pros and cons

• 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

Assetgrip fact sheet, pricing and score →

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Last updated 7 Oct 2026 · How we research and update