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Assetgrip
by Assetgrip
What Assetgrip is
Assetgrip is a self-hosted Windows platform designed for single family offices and investment decision-making. It combines performance, allocation, and risk analysis across alternatives, commodities, forestry, infrastructure, private equity, and public equity. Allocation tools support long-term strategic and short-term tactical planning. Performance measures separate quantity, price, and foreign-exchange effects, while private-equity metrics include MOIC and Net IRR. Consolidated reporting, called “The Big Picture,” is paired with a CRM module. Excel worksheets can be integrated, and selected print areas can be exported as PDF attachments for reports. Listed technologies include Excel, VBA, SQL, and Power BI, with shared central pricing from Refinitiv (Thomson Reuters Datastream). The product runs on a local family-office network rather than cloud SaaS. Described controls include encrypted client data, user roles, and two-factor authentication. Pricing is available on request.
Who it suits
Assetgrip suits single family offices seeking local-network investment analysis, allocation planning, consolidated reporting, and Excel-connected workflows.
What it does well
- Supports strategic and tactical asset allocation
- Analyzes multiple alternative and traditional asset classes
- Includes MOIC and Net IRR measures
- Integrates Excel worksheets and PDF attachments
- Provides user roles and two-factor authentication
What to know first
- Runs on a local network, not cloud SaaS
- Pricing is available only on request
- Platform listing is limited to Windows and self-hosted deployment
Verdict
Assetgrip focuses on family-office investment oversight with allocation, performance, risk, reporting, and CRM functions. Its local deployment and Excel integration suit offices that prefer network-hosted tools over cloud software.
Facts from Assetgrip's own pages
- Allocation
- It supports long-term strategic and short-term tactical asset allocation. · assetgrip.com, 12 Oct 2026
- Allocation analysis
- Yes · assetgrip.com, 24 Sept 2026
- Asset coverage
- The platform lists 15 asset classes, including public and private equity, real estate, cash, commodities, and infrastructure. · assetgrip.com, 12 Oct 2026
- Asset class coverage
- multi_asset_alternatives · assetgrip.com, 24 Sept 2026
- CRM
- The brochure lists a CRM module among the product’s features. · assetgrip.com, 12 Oct 2026
- Deployment
- The product presentation says Assetgrip runs on a single family office’s local network rather than as a cloud SaaS solution. · assetgrip.com, 12 Oct 2026
- Excel and Microsoft tools
- The product is integrated with Microsoft Excel and lists SQL and Power BI among its technologies. · assetgrip.com, 11 Oct 2026
- Excel integration
- Assetgrip integrates Excel worksheets into the application and can export selected worksheet print areas as PDF attachments to consolidated reporting. · assetgrip.com, 12 Oct 2026
- Headquarters
- Vinkeveen, The Netherlands · assetgrip.com, 19 Oct 2026
- Intended users
- The product is presented as a dedicated platform for single family offices and their investment decision-making. · assetgrip.com, 11 Oct 2026
- Investment allocation
- The software supports long-term strategic and short-term tactical asset allocation. · assetgrip.com, 11 Oct 2026
- Maker and address
- The presentation lists Quant-Capital Partners BV at Groenlandsekade 45, 3645 BB Vinkeveen, The Netherlands. · assetgrip.com, 11 Oct 2026
- Performance measurement
- Performance measurement includes quantity, price and foreign-exchange effects and private-equity metrics such as MOIC and Net IRR. · assetgrip.com, 12 Oct 2026
- Performance reporting
- Yes · assetgrip.com, 24 Sept 2026
- Pricing data
- The product material lists shared central pricing from Refinitiv (Thomson Reuters Datastream). · assetgrip.com, 11 Oct 2026
- Purpose
- Assetgrip describes itself as a dedicated family office platform and a centralized investment decision tool. · assetgrip.com, 12 Oct 2026
- Reporting
- The product describes consolidated reporting called “The Big Picture” and says it can create PowerPoint and PDF reports. · assetgrip.com, 12 Oct 2026
- Risk analysis
- Risk tools include economic exposures, liquidity and expected cash flows, plus scenario and sensitivity analysis. · assetgrip.com, 12 Oct 2026
- Security
- The security overview lists a local network client with VPN connection, client and user passwords, user roles, encrypted client data, backups and two-factor authentication. · assetgrip.com, 12 Oct 2026
- Support
- The brochure describes “Inside SFO support,” including shared central pricing, templates and help managing bank statements with Power BI in Excel. · assetgrip.com, 12 Oct 2026
- Technology
- The maker’s brochure lists Excel, VBA, SQL and Power BI among the technologies used. · assetgrip.com, 12 Oct 2026
Where Assetgrip stands on Freedom251
- Portfolio Management Software#77 of 81