MyAssets: Portfolio Organizer for Individuals, Groups, and Businesses
How to Regain Control of Your Assets — analytics, visualization, and business intelligence in one platform, built on an atomic UX and a lean, scalable architecture designed around the needs of high net worth individuals. Multiple asset categories. One app.
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Project Snapshot
- Duration
- 3 years
- Team size
- 12 — 3 business analysts, 2 QA engineers, 7 software developers
- Engagement model
- Dedicated team
- Project status
- In production
Technology Stack
- Web frontend
- React, TypeScript
- Mobile
- React Native, TypeScript
- Backend
- Firebase
- Infrastructure
- Google Cloud Platform
- Search
- Elastic SE
- Architecture
- Event-based — updates on web immediately reflect in the mobile app, and vice versa
- Codebase
- Monorepo with shared business logic between web and mobile
- Design system
- Atomic UX
About the Client
MyAssets Platform is an innovative, analogue-free, fully integrated one-stop asset management solution. Designed around the needs of high net worth individuals (HNWI), it serves anyone looking to retire a patchwork of single-class trackers, get serious about portfolio management, gain clarity and transparency over their financial position, or simply keep track of where their cherished collectables are kept.
Client
Our client is a Family Office managing a portfolio of investments dating back to 1999, when it began with early-stage tech and financial-services sector deals. Since then it has advised on numerous transactions and participated as a direct investor in several opportunities.
The Problem
Too many single-class asset trackers, not much order
Portfolio management gets harder as a portfolio diversifies and grows. The market is full of single-class asset trackers that turn portfolio management into an ordeal — and the more apps you juggle, the more you lose sight of the big picture.
Key Challenges
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System integrity
Building an asset-tracking solution where asset classes are not siloed, and where each asset carries a distinct physical location or classifier so owners can group their holdings in whatever way makes sense to them.
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Document vault
A secure, private space to keep all asset-related documents and files online and accessible from any device, at any time.
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Worldwide artist database
Enabling autosuggestions across more than 300,000 visual-artist names to keep collection records economical, accurate, and consistent.
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Frictionless transition
Moving users from their existing solution — an Excel sheet or another single-class tracker — to MyAssets without losing data or momentum.
Our Solution
One-stop asset management solution for any unique portfolio
Unlike existing asset trackers that strictly silo one class of assets from another, MyAssets Platform preserves the integrity of the entire wealth picture and lets owners categorize their assets in whatever way is most useful to them.
MyAssets makes tracking any asset a breeze — no matter how unique, diverse, or geographically distributed — so the user always knows their total net worth at any given moment.
Our Process
NEEDS & PROBLEMS ANALYSIS
Analogue-free products demand exhaustive research. We started with a market analysis of partial competitors and the API integration landscape, then ran immersive sessions with external stakeholders to surface business value and lock in the assumptions for the Minimum Viable Product (MVP).
UI/UX & SYSTEM DESIGN
Designing a system from scratch is demanding. We adopted the atomic design methodology to build and maintain a unified design system that eliminates the waste of mismatched components — buttons, inputs, and labels behave like atoms of a molecule, uniform across the entire application. This lean foundation enables fast, issue-free scaling.
IMPLEMENTATION
With scope set, functionality prioritized, and look-and-feel validated, we moved into development and testing in two-week sprints, agile style.
CONTINUAL IMPROVEMENT
We continually streamlined the workflow via continuous improvement — iterative ‘build – measure – learn – repeat’ loops drove incremental efficiency gains and waste reduction throughout the engagement.
Key Features
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Asset management
Users can create, view, and manage assets across four categories:
- My Finance — dashboards for cash & banking, private investments, financial investments, and more.
- My Property — owned, rented, and third-party real estate with location, acquisition details, ownership, and beneficiaries.
- My Collectables — per-collection pages plus a summary that consolidates every collection in one view.
- My Belongings — dashboards, lists, catalogs, purchase & delivery, and an assistant.
Asset creation equals acquisition the moment the transaction takes place. From there the asset appears on the global dashboard, its valuation becomes trackable, and owners can add beneficiaries, track expenses and income, attach loan liabilities, and calculate repayments.
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Asset interconnectedness
Asset categories are not siloed — every category is a portal into the entire, undivided net worth. View the physical location of collectables and belongings inside the properties that hold them. Group assets by location, shared ownership, or any other classifier that makes sense to the owner. No other asset management app provides the same depth of integrity, for businesses and individuals alike.
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Document vault
MyAssets ships with first-class online file storage — an app in its own right, on par with Dropbox, Google Docs, or iCloud. Users can upload, download, modify, delete, filter, search, and access their files from any device.
What sets the vault apart is that every document is associated with an asset. Pulling up the right file from the corresponding asset category is invaluable when securing a mortgage or a loan, notarizing a copy, or selling a piece of art.
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Double-entry ledger
The industry standard for financial transactions. Every two-sided entry affects at least two accounts, includes at least one debit and one credit, and keeps total debits equal to total credits. This approach improves tracking and system performance, and aligns cleanly with the banking tools and APIs that feed and consume user data.
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Global wine catalogue
A wine listing system that gives collectors instant access to prices, ratings, descriptions, and varietals. Enter a single identifier and the system populates the rest, making wine inventory a breeze. Uniquely, MyAssets ties each bottle to a physical location inside one of the user’s listed properties — something no other system on the market does today.
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Open-bank API integration
Direct integration with open-banking APIs pulls live financial asset valuations on demand, so the user’s net-worth picture is always current.
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Financials
Cash-flow analysis and a financial summary derived in real time from the user’s assets and cash accounts.
Outcomes
The lite version of MyAssets gives users a complete account of their net wealth at both macro and micro levels — a single source of truth across every asset class.
With a clear path for ongoing value extension, the platform stands as a strong investment for the family office itself and for any investor or collector who wants their assets’ analytics and insights at their fingertips.
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