For Financial Advisors

Clients trust you with their wealth—reducing expenses and carrying costs around physical AUM frees capital for reinvestment.

physical asset AUM management tools

Do these common challenges sound familiar?

physical asset AUM management tools

Lack of Visibility

Physical assets are scattered across spreadsheets, emails, and siloed systems—offering no real-time view or standardized reporting, and making it difficult to assess value, risk, or performance.

physical asset AUM management tools

Hidden Costs

Physical assets require capital to manage and maintain, reducing available funds for reinvestment. Without technology, controlling costs is nearly impossible.

physical asset AUM management tools

No Integrations

Physical assets are often left out of portfolio management tools, creating an incomplete wealth picture and limiting advisors’ ability to deliver holistic strategies or estate planning.

Leverage Physical Assets Strategically

Step one

Onboard Physical AUM

EstateSpace integrates with your financial tech stack.

 

Seamlessly unify client portfolios and deliver real-time physical asset insights to enhance your advisory services.

physical asset AUM management tools
physical asset AUM management tools
Step two

Elevate Performance

Increase efficiency, reduce costs.

 

AI-driven tools protect, maintain, and optimize assets once hard to manage or measure. Extend client services or provide direct to existing management teams.

Step three

Maximize Returns

See the full picture. Unlock new opportunities.

 

Integrating physical assets lets you differentiate. Build deeper, more meaningful relationships and enables long-term value tracking across the portfolio.

physical asset AUM management tools

See EstateSpace Intelligence in Action