Asset Class

6.3easy start · #59of 81
in Portfolio Management Software

Free to practise onno
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $1/mo.

Asset Class is ranked #59 of 81 in portfolio management software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. Paid plans start at $1/mo.

Asset Class plans and pricing

All plans

Universal User Licence $99/mo per user, per month Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration assetclass.ai · 8 Oct 2026

Athena Fund OS $1,250/mo per month Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards assetclass.ai · 8 Oct 2026

LP Portal and LP Mobile $1,000/mo per month White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents assetclass.ai · 8 Oct 2026

Athena Mail $500/mo per month LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution assetclass.ai · 8 Oct 2026

Deal and Portfolio Management $1,000/mo per month Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history assetclass.ai · 8 Oct 2026

LP fee $1/mo per LP with portal access, per month Charged for each investor record with portal access assetclass.ai · 8 Oct 2026

Compared on portfolio management software

Free plan: No
Paid from: $99/user/mo
Asset class coverage: multi_asset_alternatives
Performance reporting: Yes

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The record

Purpose: Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows.
Family office portfolio: The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations.
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.
Investor portal: The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements.
Integrations: The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid.
Security: Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption.
Privacy compliance: Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location.
Access controls: The security page describes granular user permissions and multi-factor authentication.
AI handling: The family-office page says its AI operates under a zero-data-retention constraint and that AI work proceeds up to the point the team signs off.
Mobile app: Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone.
Target customers: The family-office offering is presented for single- and multi-family offices managing complex portfolios.
Pricing structure: The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM.
Price from: $1/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#59 of 81

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Sources

assetclass.ai/about· checked 8 Oct 2026
assetclass.ai/family-office· checked 8 Oct 2026
assetclass.ai/integrations· checked 8 Oct 2026
assetclass.ai/enterprise-grade-security· checked 8 Oct 2026
assetclass.ai/asset-class-mobile· checked 8 Oct 2026
assetclass.ai/pricing· checked 8 Oct 2026