Asset Class

Plans and prices

Every plan, in full

On the record

Access controls

The security page describes granular user permissions and multi-factor authentication.assetclass.ai · read 8 Oct 2026

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.assetclass.ai · read 8 Oct 2026

Asset class coverage

multi_asset_alternativesassetclass.ai · read 24 Sep 2026

Family office portfolio

The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations.assetclass.ai · read 8 Oct 2026

Integrations

The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid.assetclass.ai · read 8 Oct 2026

Investor portal

The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements.assetclass.ai · read 8 Oct 2026

Mobile app

Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone.assetclass.ai · read 8 Oct 2026

Performance reporting

Yesassetclass.ai · read 24 Sep 2026

Pricing structure

The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM.assetclass.ai · read 8 Oct 2026

Privacy compliance

Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location.assetclass.ai · read 8 Oct 2026

Purpose

Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows.assetclass.ai · read 8 Oct 2026

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.assetclass.ai · read 8 Oct 2026

Security

Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption.assetclass.ai · read 8 Oct 2026

Paid from

99assetclass.ai · read 24 Sep 2026

Target customers

The family-office offering is presented for single- and multi-family offices managing complex portfolios.assetclass.ai · read 8 Oct 2026

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