aama.io From $1,500/mo 8.2 Visit Asset Class
assetclass.ai
Spec sheet
- Purpose
- Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows.Read 8 Oct 2026 · assetclass.ai
- Free plan
- NoRead 24 Sep 2026 · assetclass.ai
- Paid from
- 99Read 24 Sep 2026 · assetclass.ai
- Integrations
- The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid.Read 8 Oct 2026 · assetclass.ai
- Security
- Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption.Read 8 Oct 2026 · assetclass.ai
- Access controls
- The security page describes granular user permissions and multi-factor authentication.Read 8 Oct 2026 · assetclass.ai
- 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.Read 8 Oct 2026 · assetclass.ai
- Asset class coverage
- multi_asset_alternativesRead 24 Sep 2026 · assetclass.ai
- Family office portfolio
- The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations.Read 8 Oct 2026 · assetclass.ai
- Investor portal
- The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements.Read 8 Oct 2026 · assetclass.ai
- Mobile app
- Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone.Read 8 Oct 2026 · assetclass.ai
- Performance reporting
- YesRead 24 Sep 2026 · assetclass.ai
- Pricing structure
- The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM.Read 8 Oct 2026 · assetclass.ai
- Privacy compliance
- Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location.Read 8 Oct 2026 · assetclass.ai
- 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.Read 8 Oct 2026 · assetclass.ai
- Target customers
- The family-office offering is presented for single- and multi-family offices managing complex portfolios.Read 8 Oct 2026 · assetclass.ai
Plans and prices
Universal User Licence $99 a month per user, per month Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration Read 8 Oct 2026 · assetclass.ai
Athena Fund OS $1,250 a month per month Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards Read 8 Oct 2026 · assetclass.ai
LP Portal and LP Mobile $1,000 a month per month White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents Read 8 Oct 2026 · assetclass.ai
Athena Mail $500 a month per month LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution Read 8 Oct 2026 · assetclass.ai
Deal and Portfolio Management $1,000 a month per month Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history Read 8 Oct 2026 · assetclass.ai
LP fee $1 a month per LP with portal access, per month Charged for each investor record with portal access Read 8 Oct 2026 · assetclass.ai
AUM fee above $1BN $50 a month per additional $100,000,000 in AUM, per month Applies above $1BN AUM Read 8 Oct 2026 · assetclass.ai
AUM fee up to $1BN $150 a month per $100,000,000 in AUM, per month First AUM bands up to $1BN Read 8 Oct 2026 · assetclass.ai
Data and document migration $5,950, paid once per 20,000 documents or records Migration of investor records, historic documents and fund data Read 8 Oct 2026 · assetclass.ai
Configuration, deployment and training $6,950, paid once one-off Firm configuration, deployment and team training Read 8 Oct 2026 · assetclass.ai
Where Specifiction places it
- Property Investment Management Software#3 of 308.0
- Portfolio Management Software#64 of 817.5
