7Assets records 152 monthly visits with -65% month-over-month growth and Freemium, Paid pricing. insightsoftware records 258,519 monthly visits with +1% growth and Contact for Pricing pricing.
Know your numbers: overnight reconciliation and reporting for serious wealth
Finance-owned software that turns fragmented data into decisions you can trust
| Dimension / Metric | | |
|---|---|---|
| Official Domain | 7assets.app | insightsoftware.com |
| Pricing Model | Freemium, Paid | Contact for Pricing |
| Monthly Visits | 152 (152) | 258.52K (258,519) |
| MoM Traffic Delta | -282 (-65%) | +2.6K (+1%) |
| Primary Market & Share | 🇩🇪 Germany (58.5%) | 🇺🇸 United States (26.4%) |
| Direct Visits / mo | 74 | 71.78K |
| User Rating | 4.1 | 4 |
| Supported Platforms | Website | Website |
Know your numbers: overnight reconciliation and reporting for serious wealth
Automatic nightly synchronisation with more than 2,500 banks and custodians, so positions are reconciled and valuations refreshed without manual uploads.
One consolidated view over securities, property, private equity, hedge funds, metals, art and crypto, with automatic transaction categorisation and balance-sheet consolidation.
Client and portfolio reports, wealth statements and performance overviews are generated automatically and are ready to share under your own branding.
Rental income, ancillary costs and returns are consolidated per property and analysed across the whole portfolio, including capital calls, distributions, IRR and multiples for private markets.
Finance-owned software that turns fragmented data into decisions you can trust
Close, consolidate, report and plan in one connected system that draws on both ERP data and the spreadsheets finance teams already work in.
Self-service reporting, writeback, data management tooling and warehouse automation for SAP, Oracle and Microsoft Dynamics environments.
Tracks every lease event and keeps an audit-ready trail from contract to disclosure under ASC 842, IFRS 16 and FRS 102.
Runs provision reporting and transfer pricing from a single set of numbers, with automated collection and country-by-country reporting.
Offers powerful visual dashboards and automated financial insights, but less traditional deep ERP database reporting.
Offers powerful visual dashboards and automated financial insights, but less traditional deep ERP database reporting.
Global macro data and AI research platform for smarter economic decisions
Global macro data and AI research platform for smarter economic decisions
Meet your proactive AI financial advisor
Keeps familiar Excel front-end for financial planning and reporting, but less expansive ERP integration ecosystem.
Keeps familiar Excel front-end for financial planning and reporting, but less expansive ERP integration ecosystem.
AI-driven market analysis for faster, data-backed investing decisions
AI-driven market analysis for faster, data-backed investing decisions
AI financial advisor that puts sophisticated portfolio tools in your own hands
AI financial advisor that puts sophisticated portfolio tools in your own hands
AI-native platform for extra-financial intelligence
SpecialistAI-native real-time bookkeeping and month-end close, but lacks heavy EPM consolidation depth of insightsoftware.
SpecialistAI-native real-time bookkeeping and month-end close, but lacks heavy EPM consolidation depth of insightsoftware.
SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistCombines AI bookkeeping with dedicated finance experts, but less focused on custom ERP business intelligence reporting.
SpecialistCombines AI bookkeeping with dedicated finance experts, but less focused on custom ERP business intelligence reporting.
Your always-available, SEC-registered AI wealth adviser
Your always-available, SEC-registered AI wealth adviser
SpecialistDeep transactional risk analysis and audit capabilities, but not designed for general financial planning and reporting.
SpecialistDeep transactional risk analysis and audit capabilities, but not designed for general financial planning and reporting.
