Get the RealView of your portfolio
RealView helps wealth managers consolidate and understand their asset base. We offer the fastest path from documents to decisions.
We are building the tool that brings Wealth Management into the AI-era
RealView is for wealth managers who had enough of the status quo.
RealView is the tool they dream of at night.
Connect to your preferred bank
RealView plugs into your bank an gives an instant overview of your public equities.
Private Equity Workflow Automated
Upload your private equity fund reports and get an instant overview of your PE investments.
For all asset classes
Whatever asset classes you have to manage, RealView has a way to make it easier for you.
Private Equity Case Example
Consolidating your private equity investments remains one of the most manual tasks for any wealth manager. How do we make your life easier?
Full overview, completely automated
- Upload any PE document type
- Upload any PE document structure
- Recieve extracted KPI’s in minutes
You save hours and avoid manual errors.
“RealView has allowed us to invest in more private equity funds while decreasing our workload to manage them!”
Family Officer, Belgian Family Office
Join the waitlist
RealView is currently running pilot projects with a select group of early clients. We will soon open more slots, if you would like to learn more sign up to our wait list.