7Assets records 152 monthly visits with -65% month-over-month growth and Freemium, Paid pricing. Origin records 377,484 monthly visits with -9.1% growth and Free Trial, Paid pricing.
Know your numbers: overnight reconciliation and reporting for serious wealth
Meet your proactive AI financial advisor
| Dimension / Metric | ||
|---|---|---|
| Official Domain | 7assets.app | useorigin.com |
| Pricing Model | Freemium, Paid | Free Trial, Paid |
| Monthly Visits | 152 (152) | 377.48K (377,484) |
| MoM Traffic Delta | -282 (-65%) | -37.97K (-9.1%) |
| Primary Market & Share | 🇩🇪 Germany (58.5%) | 🇺🇸 United States (94.5%) |
| Direct Visits / mo | 74 | 262.64K |
| User Rating | 4.1 | 4.4 |
| 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.
Meet your proactive AI financial advisor
Monitor every transaction across all your accounts in one view and build a personalized budget in seconds.
Track your portfolio, monitor performance, and move idle cash into a higher-yield cash account.
Ask questions about your money in natural language and get personalized answers grounded in your complete financial picture.
Runnable scenarios show how decisions today ripple into your future, so you can plan with numbers instead of guesses.
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
Global macro data and AI research platform for smarter economic decisions
Global macro data and AI research platform for smarter economic decisions
Finance-owned software that turns fragmented data into decisions you can trust
Finance-owned software that turns fragmented data into decisions you can trust
SpecialistAI-driven market analysis for faster, data-backed investing decisions
SpecialistAI-driven market analysis for faster, data-backed investing decisions
Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
AI-native platform for extra-financial intelligence
SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.
SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.
Provides AI-driven wealth management and portfolio tracking, focusing more on investments than daily expense budgeting.
Provides AI-driven wealth management and portfolio tracking, focusing more on investments than daily expense budgeting.
Pairs human advisors with AI-assisted financial planning, though with less emphasis on automated household budgeting.
Pairs human advisors with AI-assisted financial planning, though with less emphasis on automated household budgeting.
SpecialistAI finance intelligence for analysis, modelling and forecasting
SpecialistAI finance intelligence for analysis, modelling and forecasting
Fundamental stock data, screening and backtesting for self-directed investors
Fundamental stock data, screening and backtesting for self-directed investors
