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Assetly simplifies your financial life and streamlines your wealth.

Assetly is building a one-stop-shop for all your money and investments, consolidated across all your legal entities.

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DASHBOARD
Super easy onboarding

View your investment dashboard, create your first investment, complete identity documents, earn rewards and navigate the investment ecosystem.

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Register in less than a minute

2

Review available investments

3

Reserve the best strategies

4

Verify your identity

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Deposit your money

6

Confirm your allocations

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CREDIT REPORTING
Take control of your credit score

Your credit profile and identity play a key role in your ongoing financial health.

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Money
Consolidate all your money

A complete money management solution for all your legal entities at your fingertips.

Local and global bank accounts

Debit card management

Foreign exchange and international remittance

Payments (single, batch & scheduled)

Multiple users and signatories management

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Foreign Exchange
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Low rate FX

Get access to low-cost FX conversion and super fast international payments.

Get access to 150 countries and 60 currencies

Avoid hidden transaction fees by accessing interbank rates

Super fast transfers of any size

Hold currencies in multi-currency wallets

Auto connect currencies to debit cards

DEBIT CARDS
Multi-user card management

Manage debit cards for yourself, family members or employees with limit and policy controls.

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SHARE TRADING
Trade international equities

Access Australian and international equities markets, including research, charting, live data, news and company reports.

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Research and trading tools

Streamline your portfolio management and share trading experience.

Access multiple markets such as ASX, NYSE, NASDAQ and others

View live market data for informed trading decisions

HIN based share trading for Australian stocks

Corporate actions and advanced reporting

Seamless integration with Assetly’s accounting modules

CRYPTOCURRENCIES
Digital asset trading

Build a portfolio of digital assets including asset backed stablecoins and cryptocurrencies.

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ECOSYSTEM
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SMSF Administration
SMSF Accounting
SMSF Admin
Audit
Tax

We are building a full suite of SMSF accounting, workflow and administration software for both practitioners and SMSF trustees

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Portfolio Management
Self-Directed
Bespoke
Auto Invest
Auto Drawdown

Select your own investments or build a bespoke portfolio with our fully automated investment planning, cashflow and investing software

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Artificial Intelligence
Documents
Accounting
Client Services
Investing

We are building artificial intelligence natively into our product architecture from day one enabling process efficiency and intelligent decisioning